基本資料

投資策略

全球能源股票基金將廣泛投資於全球公司所發行的權益證券。該等證券通常由主要從事發展、研究、生產或經銷與能源有關的產品及服務的公司發行。

基金經理人

• Kapp Josh
• 資歷 1年(2017-06-02 至今)

• Josh Kapp is a Portfolio Manager for Columbia Management Investment Advisers, LLC. Mr. Kapp joined the firm in 2005 and has been a member of the investment community since 1985. Most recently, Mr. Kapp served as a fundamental analyst, covering the basic materials sector. Previously, Mr. Kapp was an investment officer and senior equity analyst at CUNA Mutual Group. He
  has also served as a director and equity analyst with CIBC Oppenheimer, a senior equity analyst with Smith Barney and a financial analyst with Covia Partnership. Mr. Kapp began his career as an analyst in the futures industry. He earned a B.S. from Ohio State University and an M.B.A. from the University of Chicago. He is a member of the New York Society of Security Analysts, the CFA Institute and the Madison Investment Management Society. In addition, he holds the Chartered Financial Analyst designation.

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