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

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46.930 -0.510    -1.08%
27/12 - 闭盘. USD 货币
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: 823.7K
Macquarie SMID Cap Growth Collective Investment Tr 46.930 -0.510 -1.08%

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

823.7K

费用

0.71%

开始日期

2011年6月30日

联络信息

地址 Suite 210
Larkspur,CA 94939
United States
电话 415-635-0220

高管

名称 标题 任期
Ian Ferry CIO, Portfolio Manager 2019 now
背景介紹 Ian is a founding member of Jackson Square Partners, serving as a portfolio manager and analyst since its inception in May 2014. He was promoted to CIO in 2023. He has been a part of the team for over a decade. Prior to founding Jackson Square, he was a portfolio manager of the Delaware Investments Focus Growth Equity team from November 2011 to April 2014. 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. Ian began his career with Houlihan Lokey in 2004 as a financial analyst. He earned a bachelor’s degree in finance from Tulane University. Ian also earned an MBA, with a concentration in management, from The Wharton School of the University of Pennsylvania in 2010. In his free time, he enjoys cycling, reading biographies, running trails, and engaging in non-profits with an education focus.
Christopher J. Bonavico Portfolio Manager 2011 now
背景介紹 Chris is a founding member of Jackson Square Partners serving as a portfolio manager and analyst since its inception in May 2014. His tenure with the team spans almost three decades.
Kenneth F. Broad Portfolio Manager 2011 now
背景介紹 Ken is a founding member of Jackson Square Partners and has served as a portfolio manager and analyst since its inception in May 2014. He was promoted to co-chair in 2023. He has spent more than 20 years with the team. Previously, he was a portfolio manager of the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. Prior to 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. He is also a CFA charterholder. Outside of work, Ken is an External Advisory Board member for the Center for Freedom and Western Civilization (CFWC) at Colgate and a member of the board of Councilors for USC's Center for the Political Future (CPF). He is passionate about books, libraries, cinema, and philosophy.
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