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Heptagon Fund Icav - Wcm Global Equity Fund C Usd Acc (0P0001A4EG)

Irlanda

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245,758 -0,680 -0,28%

16/05 - Fechado. Moeda em USD ( Declaração de Riscos )

Classificação da Morningstar:
Total do Ativo: 2,24B

Tipo: Fundo

Mercado: Irlanda

Emissor: Heptagon Capital Limited

ISIN: IE00BYZ09Q19

Classe de Ativo: Ações

0P0001A4EG - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Heptagon Fund Icav - Wcm Global Equity Fund C Usd Acc. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P0001A4EG, entre outras informações.

Categoria

Global Large-Cap Growth Equity

Total do Ativo

2,24B

Despesas

1,03%

Data de início

29.03.2017

Informações de Contato

Endereço Heptagon Capital 63 Brook Street
London, W1K 4HS
United Kingdom

Telefone +44 20 70701800

Fax London

Site www.heptagon-capital.com

Principais Executivos

Nome	Título	Desde	Até
Jon Tringale	-	2022	Agora
Biografia	Mr. Tringale is a Portfolio Manager at WCM, where his primary responsibilities are portfolio management and equity research. Before joining WCM in 2015, he was an analyst as a vice president at Gerson Lehrman Group and on the trading floor at Wedbush Securities.
Paul Russell Black	Portfolio Manager	2017	Agora
Biografia	Paul joined WCM in 1989; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since the start of his investment career in 1983, Paul’s experience includes positions as Portfolio Manager with Wells Fargo Private Banking Group, and at Bank of America. Paul earned his B.S. in Finance from California State University, San Diego.
Kurt R. Winrich	Portfolio Manager	2017	Agora
Biografia	Kurt joined WCM in 1984; his primary responsibility is portfolio management for our global, fundamental growth strategies. Before he began his investment career in 1984, Kurt’s analytical background includes a position as Section Head, Computer-aided Design and Analysis, at Hughes Electronics Santa Barbara Research Center. He earned his B.A. in Physical Science from Westmont College (California), and his B.S. and M.S. in Electrical Engineering from Stanford University (California). Kurt is also a CFA® charterholder.
Peter J. Hunkel	Portfolio Manager & Business Analyst	2017	Agora
Biografia	Pete has been working with WCM since 2001; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 1998, Pete's experience includes positions as Portfolio Analyst, Templeton Private Client Group, and as Managing Director at Centurion Alliance. He earned his B.A. (with honors) in Communications from San Jose State University (California), and his J.D. at the Monterey College of Law (California).
Michael B. Trigg	Equity Analyst	2017	Agora
Biografia	Mike joined WCM in 2006; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 2000, Mike’s experience includes positions as Equity Analyst at Morningstar, Inc. (Chicago) where he produced the Model Growth Portfolio (a live portfolio and newsletter), and as Analyst at the Motley Fool, the online investment service. He earned his B.S. (with honors) in Finance from Saint Louis University (Missouri).
Sanjay Ayer	Equity Analyst	2017	Agora
Biografia	Sanjay joined WCM in 2007; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 2002, Sanjay’s experience includes positions as Equity Analyst at Morningstar, Inc. (Chicago), and at J. & W. Seligman & Co. (New York). Sanjay graduated Phi Beta Kappa from Johns Hopkins University (Maryland) with a B.A. in Economics, and a B.S. in Applied Mathematics. He is also a CFA® charterholder.

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Cotações Recentes

	Nome	Preço	Variação	Var. %
	Heptagon Fund ICA.	245,758	-0,680	-0,28%