基本資料

投資策略

於全球進行研究篩選，以主要投資於上市股票以達到長期資本增值的目的。亦可購買未上市證券進行投資，但需受到“投資限制”相關規範的限制。

基金經理人

• Cohen Michael
• 資歷 0年(2017-10-31 至今)

• Michael Cohen is an equity portfolio manager at Capital Group. He has 27 years of investment experience and has been with Capital Group for 18 years. Earlier in his career, as an equity investment analyst at Capital, Michael covered European utilities companies, as well as companies domiciled in Israel. Before joining Capital, he was a research analyst with both Schroders and Salomon Brothers in London. He holds an MBA from the London Business School and a bachelor’s degree in accounting and economics from Tel Aviv University. Michael is based in London.

• Thompson Lisa
• 資歷 0年(2017-10-31 至今)

• Lisa Thompson is an equity portfolio manager at Capital Group. She has been with the investment industry since 1988 and has been with Capital Group since 1994. Earlier in her career, as an equity investment analyst at Capital, Lisa covered companies in Latin America, emerging Europe, West Asia and Africa. Before joining Capital, Lisa was a securities analyst at Goldman, Sachs & Co. She was also a securities analyst and quantitative analyst at the Nomura Research Institute in New York. She holds a bachelor’s degree in mathematics from the University of Pennsylvania and the Chartered Financial Analyst® designation. Lisa is based in New York.

• Lovelace Robert
• 資歷 2年(2015-10-01 至今)

• Robert W. Lovelace is an equity portfolio manager and chair of Capital International, Inc. Rob has 38 years of investment industry experience, all with Capital Group. Earlier in his career, Rob was an equity investment analyst at Capital covering global mining & metals companies and companies domiciled in Mexico and the Philippines. He holds a bachelor's degree in mineral economics (geology) from Princeton University, graduating summa cum laude and Phi Beta Kappa. He also holds the Chartered Financial Analyst® designation. Rob is based in Los Angeles.

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