Per Favore, prova con una nuova ricerca
466,05M
1,05%
12.11.2013
Il fondo investe in azioni internazionali in conformità con un processo di investimento di tipo bottom-up concepito per identificare opportunità tramite la ricerca fondamentale, nonché per comprendere i driver delle società comprese nell'universo investibile. Il fondo attua un approccio high conviction che si traduce in un portafoglio concentrato con un'elevato active share. La selezione dei titoli dovrebbe costituire il principale driver per la generazione di alfa del fondo. Sul lungo periodo il fondo mira a sovraperformare l'indice MSCI All Country World ? Net Return.
Nome | Titolo | Dal | Fino a |
---|---|---|---|
Lee M. Rosenbaum | Vice President | 2013 | Adesso |
Biografia | Lee M. Rosenbaum – Lee M. Rosenbaum has managed the global equity sector of the Loomis Sayles Global Allocation Fund since 2013. Mr. Rosenbaum, began his investment career in 2001 and joined Loomis Sayles in 2008. He received a B.S. from the United States Coast Guard Academy and an M.B.A. from the Massachusetts Institute of Technology and has over 18 years of investment experience. | ||
Eileen N. Riley | Vice President | 2013 | Adesso |
Biografia | Eileen N. Riley, CFA – Eileen N. Riley has managed the global equity sector of the Loomis Sayles Global Allocation Fund since 2013. Ms. Riley,, began her investment career at Loomis Sayles in 1998. After pursuing her MBA, she returned to Loomis Sayles in 2003 as a senior global equity analyst covering the consumer and technology services sectors for the firm’s Central research group. Eileen later joined the global equity team as a dedicated product analyst. She was promoted to co-portfolio manager in 2013. | ||
Warren N. Koontz | Managing Director | 2013 | 2013 |
Biografia | Warren Koontz is the head of value equity and a large cap value portfolio manager. He is responsible for overseeing the investment process, strategy implementation, and risk management for Jennison's value equity platform. He is also a member of the Jennison Management Team. Warren joined Jennison in 2014. Previously, he was with Loomis Sayles, where he managed diversified and concentrated value strategies. Before Loomis Sayles, Warren was a member of the investment policy committee at Comerica Bank, where he managed institutional and high net worth equity portfolios. Prior to that, he worked at the Jeffrey Company as chief investment officer and the Public Employees' Retirement System of Ohio as the primary portfolio manager for equity portfolios. Warren holds a BS in finance and an MBA from Ohio State University. He is a CFA charterholder. |
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