基本資料

投資策略

本子基金以資本的長期成長為投資目標。本子基金主要投資美國公司且集中於較大的發行者。

基金經理人

• Waldman David
• 資歷 7年(2014-01-01 至今)

• David Waldman is deputy chief investment officer of Loomis, Sayles & Company. He is also
  director of the firm’s quantitative research risk analysis (QRRA) group. David is co-portfolio
  manager of the Loomis Sayles US Equity Research product.
  As deputy CIO, David works closely with the investment teams on the continual
  enhancement of their investment process across both fixed income and equity. In addition,
  he leads the QRRA group in developing quantitative solutions across multiple dimensions
  of the investment process including risk analysis, relative value identification, portfolio
  construction and product development. David has 25 years of experience in investment
  management. He spent his early career as a fixed income portfolio manager with Goldman
  Sachs Asset Management and Lazard Freres Asset Management. David later joined Putnam
  Investments, where he was a senior fixed income portfolio manager, and subsequently the
  director of fixed income quantitative research. David earned an undergraduate degree in
  economics from Stanford University and an MBA in finance from New York University.

• Bochman Kathleen
• 資歷 9年(2012-01-01 至今)

• Kathleen Bochman is a vice president and director of equity research at Loomis, Sayles & Company. Kathleen has 24 years of investment industry experience and joined Loomis Sayles in 2006 as global equity analyst covering the financial sector, including insurance companies and exchanges. Kathleen began her career as a senior consultant for Andersen Consulting, specializing in systems consulting for financial clients. Next, she moved to State Street Research & Management where she was a fixed income credit analyst, and later was named head of credit research for the firm. Kathleen next joined the Wellington Management Company as a fixed income credit analyst. Prior to joining Loomis Sayles, Kathleen was a financial sector bond analyst for Gimme Credit. She earned a BA from Dartmouth College and an MBA from Columbia University.

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