基本資料

投資策略

該基金的投資目標主要是藉投資於美國發行人發行的股票證券實現長期資本增值。該基金尋求重點投資於美國少數大型精選優質公司的股票證券（普通股、可轉換為普通股的證券及可認購或購買普通股的權利及權證），而投資管理人認為該等公司有可能達致卓越的盈利增長。

基金經理人

• Thapar Vinay
• 資歷 1年(2018-04-11 至今)

• 於2011年9月加入聯博，目前擔任副總裁暨研究分析師，負責全球成長型醫療類股。在此之前，Vinay曾於American Century Investments 擔任資深投資分析師，負責兩檔國內基金之全球醫療類股研究工作，時間長達三年半。在此之前，Vinay曾於貝爾斯登旗下之生技股票研究團隊，擔任副總監一職。Vinay擁有美國紐約大學之生物學學士學位，以及特許財務分析師資格。任職地點：紐約。

• Caruso Frank
• 資歷 8年(2012-03-31 至今)

• Frank Caruso is a Senior Vice President and Chief Investment Officer at AB. He has been Team Leader of U.S. Growth and Team Leader of U.S. Growth & Income. From 1995 to 2004, he served as a Growth & Income portfolio manager. Mr. Caruso joined the firm in 1993, where he had been director of Equities. Previously, he was a managing director and senior member at Shearson Lehman Advisors, as well as CIO for Shearson Lehman Asset Management's Directions and Capital Management businesses. Mr. Caruso was also formerly the lead portfolio manager for Shearson's family of growth.

• Fogarty John
• 資歷 8年(2012-03-31 至今)

• John Fogarty is a Senior Vice President and Portfolio Manager for U.S. Growth Equities at AB, a position he has held since 2009. He rejoined the firm in 2006 as a fundamental research analyst covering consumer-discretionary stocks in the U.S., having previously spent nearly three years as a hedge fund manager at Dialectic Capital Management and Varden Partners. Mr. Fogarty began his career at AB in 1988, performing quantitative research, and joined the US Large Cap Growth team as a generalist and quantitative analyst in 1995. He became a portfolio manager in 1997. Mr. Fogarty holds a B.A. in history from Columbia University and is a CFA charterholder.

基金費用

聯絡資訊