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安盛罗森堡美国大型企业Alpha 基金的投资目标乃提供长期资本增值,争取以叁年循环计算较标準普尔500 指数回报优厚的总回报。本附属基金将主要(指将不少於75%的资產净值)投资於主要在受监管市场买卖而经理人认為估值偏低的股本证券,发行该等证券的企业必须在美国设立註册办事处,或其大部份(指不少於51%)的经济活动均在当地进行。根据有关方面的意向,本附属基金将大体上全面投资於该等股本证券。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Not Disclosed | - | 2020 | now |
Will Jump | Trader | 2014 | 2020 |
背景介紹 | Will has been with AXA Rosenberg since 1990 when he first joined the firm as a trader and portfolio engineer. During his tenure with AXA Rosenberg, Will has held a number of positions including director of market neutral strategies, director of global product strategy, chief technology officer, and Europe chief executive officer. Prior to his current role, he was a senior research director at AXA Rosenberg. Before coming to AXA Rosenberg, Will was a research coordinator at Hull Trading Co. in Chicago and an options market maker and software developer for HZN Options Partners in Chicago. Will obtained a BA from Swarthmore College in 1977, and an MBA from the Wharton School at the University of Pennsylvania in 1983. He is a holder of the Chartered Financial Analyst designation. | ||
Alec Harper | - | 2013 | 2014 |
William E. Ricks | CEO | 2004 | 2013 |
背景介紹 | Ricks is Americas Chief Executive and Chief Investment Officer at AXA Rosenberg. He has worked in investment management with AXA Rosenberg since 1989, including trading, operations, portfolio engineering, and portfolio construction. |
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