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Länsförsäkringar Usa Aktiv A (0P00000L3E)
Lisää salkkuun / Poista salkusta
Lisää salkkuun
1.054,814
+9,550
+0,91%
01/11 - Suljettu. Valuutta SEK
Tyyppi:
Rahasto
Markkinat:
Ruotsi
Liikkeeseenlaskija:
Länsförsäkringar Fondförvaltning AB
ISIN:
SE0000837262
Omaisuusluokka:
Osake
- Morningstar-luokitus:
- Pääoma yhteensä: 5,47B
Länsförsäkringar USA Aktiv A
1.054,814
+9,550
+0,91%
0P00000L3E - yleiskatsaus
Tältä sivulta löytyy syväluotaava Länsförsäkringar Usa Aktiv A-profiili. Saat lisätietoja 0P00000L3E-avainjohtajista, -kokonaisvaroista, -sijoitusstrategiasta ja -yhteystietoista.
Kategoria
Pääoma yhteensä
5,47B
Kulut
1,55%
Voimaantulopäivämäärä
03.01.1996
Yhteystiedot
Ylin johto
| Nimi | Otsikko | Vuodesta | Saakka |
|---|---|---|---|
| Aaron S. Anderson | Assistant Vice President | 2019 | now |
| Elämäkerta | Aaron Anderson is a Senior Vice President of Research and a member of the Investment Policy Committee (IPC). In those roles, Aaron oversees the firm’s global macroeconomic and capital markets research. Aaron joined Fisher Investments in 2005 and has served on the firm’s five-member IPC since 2011. His previous roles at the firm include Capital Markets Research Team Leader, Capital Markets Research Analyst and Innovation Manager. Prior to joining Fisher Investments, Aaron worked at Deutsche Bank Alex Brown as an Assistant Vice President. Aaron regularly meets with clients globally, sharing the firm’s market outlook, current portfolio positioning and answering questions. Aaron’s views on global market conditions and geopolitical events have been featured in media globally, including The Wall Street Journal, Financial Times, Reuters, MarketWatch, CNN.com, The Telegraph, Forbes and Investing.com—among many others. He is also a regular guest on major financial TV networks, like CNBC and Reuters. Aaron has written two books, including Own the World: How Smart Investors Create Global Portfolios. He holds undergraduate degrees in Geophysics from the University of California, Santa Barbara and Applied Economics from the University of San Francisco. | ||
| David Small | Managing Director | 2016 | 2019 |
| Elämäkerta | David Small, managing director, is the Director of U.S. Equity Research. He was the Associate Director of U.S. Equity Research from July2015 to July 2016 and was an insurance analyst on the Fundamental Research Team from 2008 to 2016. | ||
| Helge Skibeli | Managing Director | 2012 | 2016 |
| Elämäkerta | Helge Skibeli, CFA, managing director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. He leads the Global Core Portfolio Management Team. An employee since 1990, Helge was previously the Global Head of Developed Market Equity Research. Before that he was Head of Research for the US, based in New York, which followed being Head of Asia ex Japan Research, based in Singapore. Prior to that he was a research analyst for European autos and basic industries. | ||
| R. Andrew Beck | President | 2002 | 2012 |
| Elämäkerta | Mr. Beck serves as Chief Executive Officer for River Road. Additionally, he is a portfolio manager for River Road’s Small Cap Value, Small-Mid Cap Value, and Mid Cap Value portfolios and a supervising portfolio manager for the firm’s Focused Absolute Value® portfolios. Mr. Beck is the largest individual shareholder in the firm and serves as Chair of the Executive Committee, River Road’s governing body. Prior to co-founding River Road in 2005, Mr. Beck served as Senior Research Analyst and, later, Senior Vice President and Portfolio Manager for SMC Capital Inc. (Commonwealth SMC). | ||
| David L. Watson | Portfolio Manager | 2002 | 2012 |
| Elämäkerta | Mr. Watson serves as a Portfolio Manager for Montag & Caldwell, an Advocacy Wealth Company, and is responsible for managing Client portfolios invested in Montag & Caldwell brand large cap growth and mid cap growth strategies as well as fixed income and balanced strategies, including Montag & Caldwell’s global tactical allocation model. He also serves as the Director of Fixed Income Portfolio Management for the Montag & Caldwell brand/business unit. His experience in the financial industry spans 45 years. Prior to his affiliation with the Montag & Caldwell brand, he served as a senior portfolio manager with Merrill Lynch Investment Management, managing private and institutional portfolios, and he was a portfolio manager for SunTrust Banks, Inc., and the company’s Trusco Capital Management subsidiary for 12 years. Past affiliations include membership on the Educational Content Committee of the New York Stock Exchange (NYSE); the Professional Qualifications Committee of the Municipal Securities Rulemaking Board (MSRB); and past member of the Mississippi State University Foundation Board of Directors. His current professional affiliations include the CFA Institute and the CFA Society Mississippi. | ||
| Anders Evander | - | 2000 | 2002 |
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