基本資料

投資策略

環球股票策略基金投資於股本基金，對象是尋求股本回報但又屬意相關風險分散於各類投資，行業及地區的投資者。在管理環球股票策略基金的過程中，投資管理人有效地分散投資於各類增長及價值股本投資類型。

基金經理人

• Roarty Daniel
• 資歷 4年(2013-01-01 至今)

• Daniel C. Roarty於2013年開始擔任聯博全球成長型與主題式團隊主管。2012年初，Daniel C. Roarty開始擔任聯博全球/國際成長股研究團隊暨產業研究主管。Daniel於2011年5月加入聯博，擔任全球/國際成長股研究團隊旗下之科技產業研究主管，直至2011年7月1日為止。Daniel曾於Nuveen Investments任職9年，協同管理晨星五星級大型成長股投資策略以及多元市值成長股投資策略。Daniel曾於摩根士丹利與高盛負責研究科技、工業、與金融類股。Daniel擁有Fairfield大學財務學士學位，賓州大學華頓商學院企管碩士學位、以及特許財務分析師資格。

• Simms Kevin
• 資歷 12年(2004-08-01 至今)

• Kevin F. Simms, an AllianceBernstein Partner, was named Co-Chief Investment Officer of International Value Equities in 2003. He has also been the Global Director of Value Research since 2000. As research director, Simms has been instrumental in implementing significant enhancements to the firm’s cross-border research process. Between 1998 and 2000, he served as director of research for Emerging Markets Value Equities. Simms joined Bernstein in 1992 as a research analyst, and his industry coverage over the next six years included financial services, telecom and utilities. Before joining the firm, he was a certified public accountant with Price Waterhouse. Simms earned a BSBA from Georgetown University and an MBA from Harvard Business School. Location: New York

• Sesin Karen
• 資歷 13年(2004-01-01 至今)

• Karen Sesin
  
  Portfolio Manager—US Growth Equities 
  
  Karen Sesin is a Senior Vice President and Portfolio Manager for the US Large Cap Growth portfolios. Before rejoining the US Growth Equities team in October 2016, she spent 11 years as a senior portfolio manager on the Blend Equities team, and was head of Blend Equities from 2014 to 2016. Previously, Sesin was a portfolio manager on the US Large Cap Growth team from 1999 to 2005, and also worked with the Select US Equity team. Prior to joining AB, she served from 1992-1999 as chief investment officer for Waycrosse, a provate investment company affiliated with Cargill. Earlier in her career, Sesin worked for the The Pillsbury Company as an investment manager, with responsibility for pension and savings plan assets, and the Northern Trust Company. She holds a BS in business administration form the University of Illinois, Urbana-Champaign, and a MBA from Northwestern University. Location: Chicago

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