Per Favore, prova con una nuova ricerca
Il fondo si propone di generare un apprezzamento del capitale nel lungo termine. Investiamo, direttamente o tramite derivati, in obbligazioni e titoli equivalenti e fino al 70% delle attività del fondo in azioni e titoli equivalenti. Fino al 70% delle attività del fondo può essere investito in obbligazioni convertibili, obbligazioni cum warrant, e in cosiddette obbligazioni High-Yield che normalmente riservano un maggior potenziale di guadagno con un livello più elevato di rischio. Almeno l'80% delle attività del fondo del fondo deve essere investito in titoli emessi da società con sede legale negli USA o in Canada o la cui capacità di rimborso sia garantita da società aventi sede legale in tali paesi. Il rischio di cambio è mantenuto entro il limite del 20% in termini di USD.
Nome | Titolo | Dal | Fino a |
---|---|---|---|
Ethan Turner | Analyst | 2023 | Adesso |
Biografia | Ethan Turner is a portfolio manager, income and growth at Voya Investment Management. Prior to joining Voya, he was an analyst and vice president at Allianz Global Investors, where he held research responsibilities for the income and growth strategies team and was previously a trading assistant. Prior to that, Ethan was a lead analyst covering the financial sector at Relational Investors and a financial analyst at Sunstone Hotel Investors. Ethan earned a BS from San Diego State University and an MBA from the Anderson School of Management at the University of California, Los Angeles. He is a CFA® Charterholder. | ||
Justin M. Kass | Portfolio Manager | 2022 | Adesso |
Biografia | Justin Kass is chief investment officer, co-head of income and growth at Voya Investment Management. Prior to joining Voya, he was a portfolio manager, managing director, CIO and co-head of U.S. income and growth strategies at Allianz Global Investors, where he held portfolio management, research and trading responsibilities for the income and strategies team. Prior to that at Allianz Global Investors, Justin held portfolio manager responsibilities for the U.S. convertible strategy and was a lead portfolio manager for the income and growth strategy since its inception and was also responsible for managing multiple closed-end and open-end mutual funds. Justin earned a BS from the University of California, Davis and an MBA from the UCLA Anderson School of Management. He is a CFA® Charterholder. | ||
William (Brit) L. Stickney | Vice President | 2022 | Adesso |
Biografia | William (Brit) Stickney is co-head of income and growth at Voya Investment Management. Prior to joining Voya, he was a portfolio manager, managing director and co-head at Allianz Global Investors, where he held portfolio management and research responsibilities for the income and growth strategies team. Prior to that, he was a vice president of institutional fixed-income sales with ABN AMRO, Inc., where his primary focus was on high yield corporate securities. Previously, he worked for Cowen & Company and Wayne Hummer & Company. Brit earned a BS in finance from Miami University, Ohio and an MBA from the Kellogg School of Management, Northwestern University. | ||
Michael E. Yee | Senior Vice President | 2022 | Adesso |
Biografia | Michael Yee is a lead portfolio manager, income and growth at Voya Investment Management. Prior to joining Voya, Michael was a portfolio manager and managing director at Allianz Global Investors, where he held portfolio management, research and trading responsibilities for the income and growth strategies team. He also served as a lead portfolio manager for the income and growth strategy since inception and was responsible for managing multiple closed-end and open-end mutual funds. Prior to that, Michael was an analyst for the global and systematic team with responsibilities focused on U.S. large cap equity strategies and worked in global portfolio administration and client service. Previously, he was a financial consultant for Priority One Financial/Liberty Foundation. Michael earned a BS from the University of California, San Diego, and an MBA from San Diego Stat e University. | ||
David Oberto | Senior VP, Lead Portfolio Manager – Income & Growth | 2022 | Adesso |
Biografia | David Oberto is a lead portfolio manager, income and growth at Voya Investment Management. Prior to joining Voya, he was a portfolio manager and director at Allianz Global Investors, where he held portfolio management, research and trading responsibilities for the income and growth strategies team. and served as portfolio manager for the U.S. High Yield Bond strategy and was also responsible for managing multiple closed-end and open-end mutual funds. Prior to that, he was a portfolio administrator, a credit default swaps (CDS) account manager and a trade-closer at Bain Capital. David earned a BSBA with a concentration in finance and a minor in economics from Fordham University and an MS in finance from the D’Amore-McKim School of Business at Northeastern University. | ||
Douglas G. Forsyth | Portfolio Manager | 2011 | 2022 |
Biografia | Mr. Forsyth is a portfolio manager, a managing director and CIO US Income and Growth Strategies with Allianz Global Investors, which he joined in 1994. He is the head of the firm’s Income and Growth Strategies team. Mr. Forsyth has portfolio management, trading and research responsibilities, and oversees all aspects of the Income and Growth platform’s business, including product development and implementation. He has been the lead portfolio manager for the firm’s US High Yield Bond strategy since its inception in 1994 and assumed lead portfolio management responsibility for the firm’s US Convertible strategy in 1998. Mr. Forsyth has been managing CLO portfolios since 2006 and has been the lead portfolio manager on the Income and Growth strategy since its inception in 2007. In addition to management responsibility for institutional clients worldwide, Mr. Forsyth supervises multiple open-end and closed-end mutual funds and provides oversight for the US Short Duration High Income strategy. He was previously an analyst at AEGON USA. He has a B.B.A. from The University of Iowa. Mr. Forsyth is a CFA charterholder. |
Sei sicuro di voler bloccare %USER_NAME%?
Confermando il blocco tu e %USER_NAME% non potrete più vedere reciprocamente i vostri post su Investing.com.
%USER_NAME% è stato aggiunto correttamente alla lista di utenti bloccati
Poiché hai appena sbloccato questa persona, devi aspettare 48 ore prima di bloccarla nuovamente.
Considero questo commento come:
Grazie!
La tua segnalazione è stata inviata ai nostri moderatori che la esamineranno