基本資料

投資策略

子基金藉由投資設立在北美或在該地區為主要活動之公司股票及股權相關證券，以價值為基礎之投資方式以達到最大長期資本增長為目標。子基金亦得投資於可轉換為普通股之債務證券、優先股及認股權證。

基金經理人

• McCloskey Kevin
• 資歷 4年(2016-06-01 至今)

• Kevin McCloskey is a senior managing director and head of the public equity team at PPM America, Inc. (PPM). Prior to joining PPM in 2008, Kevin worked at Federated Investors. He was also a portfolio manager at Killian Asset Management. Kevin was also a captain in the US Air Force. Kevin earned a master’s degree in business administration from the University of Dayton and a bachelor’s degree in aerospace engineering from the University of Notre Dame. He is a CFA® charterholder.

基金費用

聯絡資訊