基本資料

投資策略

本基金之目標系藉由投資全球發行人所發行之可轉換債券與可轉換優先股以獲得資本增值或收益。本子基金至少三分之二之總資產（排除流動性資產）將投資於全球發行人所發行之可轉換債券。至多百分之十之總資產（排除流動性資產）可投資於股份或其他參與權。

基金經理人

• Clott David
• 資歷 1年(2016-10-01 至今)

• David B. Clott, CFA
  Senior Vice President, Senior Portfolio Manager
  Mr. Clott joined Westwood in 2014, serves as a Senior Portfolio Manager and leads the firm’s Global Convertible Securities team. Prior to joining Westwood, Mr. Clott spent fifteen years managing both the long only and absolute return global convertible securities strategies at Aviva Investors and co-founded their convertible funds in April 2002. Prior to 1999, he was a Portfolio Manager and Equity Analyst at HSB Group for one year, and an Equity Analyst and later a Convertible Securities Analyst at Phoenix Investment Partners for seven years. Mr. Clott earned a BS in Business Administration and Finance from Bryant University. He is a member of the CFA Institute and the Boston Security Analysts Society.

• Mato Shawn
• 資歷 1年(2016-10-01 至今)

• Shawn J. Mato, CFA
  Senior Vice President, Senior Portfolio Manager
  Mr. Mato joined Westwood in 2014, serves as a Senior Portfolio Manager and is a portfolio manager on the firm’s Global Convertible Securities team. Prior to joining Westwood, Mr. Mato spent the last ten years co-managing both the long only and absolute return global convertible securities strategies and the previous three years as an equity analyst at Aviva Investors. Prior to 2002, he was a Research Associate at Dresdner Kleinwort Wasserstein, a Financial Consultant at Deloitte and Touché LLP, and held a variety of roles at Nomura Securities. Mr. Mato earned a BS in Business Administration from the University of New Hampshire and an MBA in Finance with Honors from Fordham University. He is a member of the CFA Institute and the Boston Security Analysts Society

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