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子基金力求透过投资于在拉丁美洲各经济体系营运的公司发行的股票及股票相关证券,达到优厚的回报率。子基金将其总资产至少三分之二投资于在巴西、墨西哥、智利、阿根廷、秘鲁、委内瑞拉及哥伦比亚注册或其大部分商业活动在该等国家进行的公司之可转让证券。子基金可将余下的三分之一投资于不符合上述规定的可转让证券,包括投资于其他拉丁美洲国家。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Taras Yaroslavovich Shumelda | Research Analyst | 2022 | now |
背景介紹 | TARAS SHUMELDA Senior Vice President, Portfolio Manager, Global Equities PineBridge Investments, New York Mr. Shumelda joined the firm in 2015 and is responsible for contributing to the management of the firm’s Global Emerging Market, Emerging Europe, and Global Focus strategies. Prior to joining PineBridge Investments, Mr. Shumelda served as Senior Investment Analyst – Emerging Markets at Ashmore where he covered Emerging Europe and Africa as a generalist as well as Emerging Market Oil and Gas as a specialist for the firm’s $4bn in GEM strategies for over three years. Prior to his tenure at Ashmore, Mr. Shumelda spent 12 years at American Century Investments as a Senior International Analyst where he was responsible for coverage of EMEA and Latin America. Mr. Shumelda holds a Bachelor of Science in Business Administration from Mansfield University and a Master of Science in Business Administration from Bucknell University. He is also fluent in Ukrainian and Russian. | ||
Gustavo Pozzi | - | 2016 | 2022 |
Andrew Jones | Citi Investment Management | 2016 | 2019 |
背景介紹 | ANDREW W. JONES, CFA Vice President, Portfolio Manager, Emerging Market Equities PineBridge Investments, New York Mr. Jones joined the firm in 2007 as a member of the Emerging Market Equities team. Prior to joining PineBridge Investments, Mr. Jones analyzed a variety of fixed income and equity investments as an Associate with GE Capital Corporation. Mr. Jones has also performed investment analysis for the Inter-American Investment Corporation in Montevideo, Uruguay and Washington DC, macroeconomic evaluation for A.T. Kearney’s Global Business Policy Council, and liability management for ExxonMobil Corporation. Mr. Jones received a BA in Geography from Bucknell University, an MA in International Economics and Emerging Markets from the Johns Hopkins School of Advanced International Studies (SAIS), and an MBA from Cornell University. Mr. Jones is a CFA Charterholder. | ||
Rafael Mendoza | - | 2010 | 2016 |
背景介紹 | Rafael is the portfolio manager of the Investec Latin American Equity Fund at Compass Group. Prior to joining the firm in 2016, Rafael spent five years at Pinebridge as research analyst, lead portfolio manager of the Latin American Large Cap and co-portfolio manager of the Latin American Small Cap strategies. Rafael started his career at Moneda Asset Management on 2002, between 2004 and 2009 he was Director of Equity Research and portfolio manager of Chile Small Cap at Bice Inversiones. Rafael holds Bachelor of Science and Master of Science degrees in Finance and Economics from Pontificia Universidad Catolica de Chile. | ||
Stacy Steimel | - | 1998 | 2009 |
背景介紹 | Ms. Steimel joined PineBridge in 1998 and is responsible for managing the investment activities of Latin American equity portfolios. She is also the lead Portfolio Manager of the Global Emerging Markets strategy. Her previous experience includes business development in a local investment bank, IM Trust, and three years as assistant to the US Executive Director of the Inter-American Development Bank, in addition to nine years experience in international finance for the US Treasury Department. Her postings included key positions in the Group of Seven in Washington, DC and in the Embassy in London. She also served as a legislative assistant in the US Senate and House of Representatives. Ms. Steimel received a BA from the College of William and Mary, an MA in Latin American Economics from the University of Texas at Austin, and an MBA from the Catholic University of Chile. She serves on the Dean's Advisory Board to the Catholic University of Chile. | ||
Jose Catan | - | 1995 | 2009 |
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