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本基金旨在通过投资于美国中小型公司的股本和股本相关证券,在三年至五年期内扣除费用后提供超过russell 2500 Lagged (Net Tr) Index的资本增值。本基金被积极管理及将最少三分之二的资产投资于美国中小型公司的股本和股本相关证券。美国中小型公司为购入时其市值是美国股票市场中市值最小的40%的美国公司。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Robert Kaynor | Co-Portfolio Manager | 2018 | now |
背景介紹 | Rob Kaynor is Head of US Small and Mid Cap Equities and Portfolio Manager at Schroders, which involves being an important part of the investment decision making process and the co-ordination of the analyst team. Robert joined Schroders as a senior equity analyst in 2013, became Research Director in 2014 and Co-Portfolio Manager in 2018 alongside Jenny Jones. He joined Schroders in 2013 and is based in New York. Bob was the Chief Investment Officer and Managing Member at Ballast Capital Group from 2010 to 2013, which involved managing a fundamental long/short portfolio. He was a Managing Direct | ||
Jenny B. Jones | Executive Vice President | 2004 | 2018 |
背景介紹 | Jenny Jones is the Head of US Small and SMID Cap Equities at Schroders, which involves managing the US Small and SMID Cap Equities portfolios and leading the investment team. She joined Schroders in 2002 and is based in New York. Jenny joined Schroders in 2002 as Head of US Small Cap Equity and since joining, has built a strong team of six analysts who are solely dedicated to the Small and Smid Cap Strategies. She was the Manager of Morgan Stanley Special Value Fund at Morgan Stanley Investment Management from 1996 to 2002, which involved managing the Morgan Stanley Special Value Fund and later the Small & Mid Cap Strategy from inception. She was the Head of the Small Cap Value Department at Oppenheimer Capital, L.P from 1990 to 1996. She was a Portfolio Manager at Mutual of America Life Insurance Co from 1983 to 1990, it was in this role where Jenny was first given the opportunity to manage small cap assets and she remains focused on this area today. Qualifications: MBA from New York University; BA (Honors) from Yale University. |
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