Merci d'essayer une autre recherche
466,05M
1,05%
12/11/2013
Le fonds investit dans des actions du monde entier selon un processus d'investissement bottom-up conçu pour identifier les opportunités grâce à la recherche fondamentale et la compréhension des éléments générateurs de valeur pour les entreprises appartenant à l'univers d'investissement. Le fonds se base sur de fortes convictions, créant ainsi un portefeuille concentré avec une part active élevée. La sélection de titres devrait constituer le principal générateur d'alpha du fonds. Sur le long terme, le fonds vise à surperformer l'indice MSCI All Country World ? Net Return.
Nom | Titre | Depuis | Jusqu’à |
---|---|---|---|
Lee M. Rosenbaum | Vice President | 2013 | Maintenant |
Biographie | 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 | Maintenant |
Biographie | 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 |
Biographie | 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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