基本資料

投資策略

本子基金目標為達成以美元計價之最高可能資本成長。

於考慮風險分散原則的同時，子基金資產主要投資於設址及/或主要業務活動於美國之公司所發行之股票、具股權性質之可轉讓有價證券、參與憑證等等。

子基金資產最多達百分之三十三得投資於前述投資範圍以外之標的。

基金經理人

• Chang Chul
• 資歷 4年(2020-06-30 至今)

• Chul Chang has been a Quantitative Risk Analyst for the Quality Growth Boutique since April 2009 and a Portfolio Manager since June 2020. He joined Vontobel Asset Management in 2009 as a Senior Quantitative Analyst. In addition to his quantitative analysis responsibilities, he is also on the Risk Management Team and works as a Senior Research Analyst. He continues to conduct research analysis on individual stocks which may be included in the firm’s other strategies, primarily focusing on the Materials, Information Technology, Industrials, and Energy sectors. He expanded his role in June 2020, becoming a Portfolio Manager on the firm’s U.S. Equity strategy. 
  
  Prior to joining Vontobel Asset Management, from 2003 to 2009 Chul Chang was a Director in Investment Services at AG Asset Management. He began his financial career in 2000 at Alliance Bernstein where he worked in relationship management until 2003. 
  
  He received a Master of Business Administration from Columbia University and a Bachelor of Science in Applied Economics from Cornell University in New York. Chul Chang is a CFA® charterholder.

• Walczak Edwin
• 資歷 9年(2015-01-01 至今)

• Edwin Walczak has been a Portfolio Manager and Senior Research Analyst for Vontobel’s Quality Growth Boutique since July 1988. He has held a management position on the firm’s U.S. Equity strategy since its inception. In addition to his portfolio management responsibilities, he continues to conduct research analysis on individual stocks which may be included in the firm’s other strategies, primarily focusing on companies in the Industrials, Financials, Consumer Discretionary, and Consumer Staples sectors.
  
  Prior to joining Vontobel Asset Management, from 1984 to 1988, Edwin Walczak worked as an Institutional Portfolio Manager at Lazard Frères Asset Management. From 1982 to 1984, he was an Institutional Relationship Manager at Sanford C. Bernstein & Co. He began his financial career in 1978 at the Ford Motor Company in Dearborn, Michigan and General Motors Corporation, New York, where he held successive positions as a Financial Analyst until 1982. 
  
  Edwin Walczak received a Master of Business Administration in Finance and a Master of Arts in International Politics and Economics from Columbia University, and was an International Fellow in Columbia Graduate School in New York. In addition, he received a Bachelor of Arts (Phi Beta Kappa) in Government from Colby College in Maine.

• Benkendorf Matthew
• 資歷 11年(2013-04-02 至今)

• "Matthew Benkendorf has been Chief Investment Officer of Vontobel’s Quality Growth Boutique since March 2016 and was a co-architect of Vontobel’s quality growth philosophy and style. He joined Vontobel Asset Management in 1999 in trade support and was promoted to Trader in 2000. He became a Research Analyst in 2002 and moved into portfolio management in 2006 on the firm’s European Equity strategy. Since 2008, he has further developed his responsibilities and, in turn, became Portfolio Manager on the Global, US, International, and Emerging Markets Equity strategies.

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