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PM Capital Australian Companies Fund (LP65001958)

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3.529 +0.004    +0.12%
27/05 - 延迟数据. AUD 货币 ( 免责声明 )
类型:  基金
市场:  澳大利亚
发行商:  PM CAPITAL Limited
ISIN:  AU60PMC01012 
资产类别:  股票
  • 晨星评级:
  • 总资产: 478.73M
PM Capital Australian Opportunities Fund 3.529 +0.004 +0.12%

LP65001958概述

 
本页面提供PM Capital Australian Companies Fund的详细介绍,帮助您了解LP65001958的高管、总资产、投资策略和联系方式等信息。
种类

Equity Australia Large Blend

总资产

478.73M

费用

开始日期

1999年12月1日

联络信息

地址 Level 24, 400 George Street
Sydney,NSW 2001
Australia
电话 +61 02 8243 0888
传真 +61 02 8243 0880

高管

名称 标题 任期
Kevin Bertoli - 2020 now
背景介紹 Kevin joined PM Capital in February 2006 as an equities analyst with his primary responsibility being the coverage of Asian equities markets. Kevin was the Portfolio Manager of PM Capital’s Asian equities strategies, the PM Capital Asian Companies Fund and the PM Capital Asian Opportunities Fund (LIC), from inception in 2008 and 2014 respectively through to 2022. As a natural extension of his Asian coverage, Kevin’s responsibilities have also extended to global equities including companies in the commodities, technology/internet and consumer sectors. In 2020 he became Co-Portfolio Manager of the PM Capital Australian Companies Fund and in 2021 became Co-Portfolio Manager of the PM Capital Global Companies Funds. Kevin holds a Bachelor of Applied Finance and Bachelor of Business (Management) from the University of South Australia.
John Whelan - 2020 now
背景介紹 John joined PM Capital in 2009 as a Credit Analyst and was subsequently appointed Back-Up Portfolio Manager of the PM Capital Enhanced Yield Fund in 2011. In addition to credit analysis, he began covering equities in 2012 and currently has primary responsibility for the financial, industrial and real estate sectors globally. He became Co-Portfolio Manager of the PM Capital Australian Companies Fund in 2020 and in 2021 became Co-Portfolio Manager of the PM Capital Global Companies Fund. Prior to joining PM Capital, John held various roles in treasury and investment banking with a focus on global debt capital markets. John is a CFA® Charterholder and holds a Masters of Business from the Michael Smurfit Graduate School of Business, University College Dublin and a Bachelor of Business and Finance from Dublin City University.
Uday Cheruvu Analyst 2014 2020
背景介紹 Uday Cheruvu, CFA Portfolio Manager International Equity International Carbon Transition Equity International Developed Markets Equity Analyst, Information Technology & Communication Services Joined Harding Loevner in 2020 Previous Experience PM Capital, 2008–20 Investment Analyst – Global Equities/Portfolio Manager Affinity Equity Partners, 2006–08 Associate Credit Suisse, 2004–06 Analyst – Investment Banking Commonwealth Bank Australia, 2003–04 Associate Analyst Iress Market Technology, 2000–02 Software Developer Education University of Melbourne, BS, Engineering and Commerce, 2001 Macquarie University, Master of Applied Finance, 2005 Chartered Financial Analyst designation, 2014
Paul Frost - 2009 2014
背景介紹 Paul joined PM CAPITAL in July 2009. Paul is responsible for managing the PM CAPITAL Australian equity portfolios and overseeing a team of analysts that cover all sectors in the domestic market. Before joining PM CAPITAL, Paul had more than 18 years experience in financial markets, covering institutional banking and equities investment, and prior to that he spent six years in chartered accountancy.In funds management, Paul has worked at “value based” investment management firms, including listed investment company, Argo Investments Limited (1997-2003), Investors Mutual (2003-2008) and MMC Asset Management (2008-2009). During his employment at Argo Investments, Paul assisted the managing director on portfolio management duties and was responsible for analytical research across a broad range of domestic sectors. At Investors Mutual, Paul was responsible for jointly managing the Australian Share Fund, Industrial Share Fund and large capitalisation mandates as well as overseeing analyst research on ASX 100 companies. Paul’s principal role at MMC Asset Management involved the successful execution of a portfolio “workout” assignment.
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