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Schroder Us Mid Cap Fund Z Income Gbp (LP68143608)
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- Classificação da Morningstar:
- Total do Ativo: 872,36M
Tipo:
Fundo
Mercado:
Reino Unido
Emissor:
Schroder Unit Trusts Limited
ISIN:
GB00B7M4CS05
Classe de Ativo:
Ações
Schroder US Mid Cap Fund Z Inc
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LP68143608 - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Schroder Us Mid Cap Fund Z Income Gbp. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de LP68143608, entre outras informações.
Informações de Contato
Endereço
1 London Wall Place
London, EC2Y 5AU
United Kingdom
London, EC2Y 5AU
United Kingdom
Telefone
0800 182 2399
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Robert Kaynor | Co-Portfolio Manager | 2018 | Agora |
| Biografia | 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 | 2005 | 2019 |
| Biografia | 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. | ||
| Grant Cowley | Senior Portfolio Manager | 2004 | 2005 |
| Biografia | Grant's investment career commenced in 1989 when he joined Perpetual Investment Management as a research assistant, before becoming a US Equity fund manager responsible for both small and large cap investments. He took the Perpetual American Smaller Companies Fund from A to AA Fund Research rating. He joined Schroders in 2001 as a senior fund manager responsible for large cap US equity mandates and Head of US Research. He is a member of the Investment Research Panel and International Proxy Committee. | ||
| Adrian Cronje | Vice President | 2002 | 2004 |
| Biografia | Adrian Cronje, Ph.D., CFA is Balentine’s Chief Executive Officer and Chief Investment Officer. He is also a founding partner of Balentine, Chair of the Investment Strategy Team, and a member of the Management Committee. A CFA® Charterholder, Adrian is an active member of the CFA Institute, contributing frequently on a regional, national, and international level. Adrian’s presentation, “Revisiting the Winners’ Game,” at the CFA Institute’s Asset Allocation for Private Clients conference, was chosen by the CFA Institute to be included in its prestigious publication Conference Proceedings Quarterly. Adrian has been a member of Vistage 151 since 2009 and frequently addresses Vistage audiences across the country. Additionally, Adrian is a charter member of TiE Atlanta, an organization dedicated to fostering entrepreneurship with a focus on giving back to the community. In 2010, the Atlanta Business Chronicle named Adrian one of Atlanta’s “Top 40 under 40,” an honor designating the region’s up-and-coming leaders. | ||
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