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Jackson Square SMID-Cap Growth CIT Fund (Class M) (0P0000VFCL)

US Funds

从投资组合添加/删除添加至投资组合

44.970 -0.010 -0.02%

28/06 - 延迟数据. USD 货币 ( 免责声明 )

类型: 基金

市场: 美国

发行商: SEI Trust Company

资产类别: 股票

晨星评级:
总资产: 49M

0P0000VFCL概述

本页面提供Jackson Square SMID-Cap Growth CIT Fund (Class M)的详细介绍，帮助您了解0P0000VFCL的高管、总资产、投资策略和联系方式等信息。

种类

Mid-Cap Growth

总资产

49M

费用

0.70%

开始日期

2011年6月30日

联络信息

地址 Suite A3-200
San Francisco,CA 94129
United States

电话 415-635-0220

网址 www.jspartners.com

高管

名称	标题	任期	至
Ian Ferry	CIO, Portfolio Manager	2019	now
背景介紹	Ian D. Ferry became a member of Jackson Square, at its inception in May 2014, as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from November 2011 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth and global growth portfolios. Prior to joining Delaware Investments, he was an equity research analyst with Fidelity from August 2010 to October 2011. Before that, he completed an internship as an analyst with Carlson Capital in summer 2009. Previously, he worked with HarbourVest Partners from 2005 to 2008 in its private equity group, where he analyzed and completed growth equity investments and leveraged buyouts for the firm. Ferry began his career with Houlihan Lokey in 2004 as a financial analyst. He earned a bachelor’s degree in finance from Tulane University. Ferry also earned an MBA, with a concentration in management, from The Wharton School of the University of Pennsylvania in 2010.
Christopher J. Bonavico	Portfolio Manager	2011	now
背景介紹	Christopher J. Bonavico, portfolio manager and analyst, joined JSP in April 2014. Previously, he was a vice president, senior portfolio manager and analyst at Delaware, and was a senior portfolio manager on its Focus Growth Equity team (2005 to 2014). Prior to that, he was a principal and portfolio manager at Transamerica Investment Management (1993 to 2005).
Kenneth F. Broad	Portfolio Manager	2011	now
背景介紹	Kenneth F. Broad, CFA, MBA Portfolio Manager, Research Analyst Kenneth F. Broad became a member of Jackson Square, at its inception in May 2014, as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth and global growth portfolios. Prior to joining Delaware Investments, he was a principal and portfolio manager at Transamerica Investment Management, where he managed sub-advised funds and institutional separate accounts. Before joining Transamerica in 2000, he was a portfolio manager with The Franklin Templeton Group and was a consultant in the business valuation and merger and acquisition group at KPMG Peat Marwick. He received an MBA from the University of California at Los Angeles and his bachelor’s degree in economics from Colgate University.

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