基本資料

投資策略

本子基金將其淨資產主要投資於股權及其他具股權性質之可轉讓有價證券，此外，在特殊的情況下亦得投資於主要由(i)有註冊辦公室，或(ii)從事大量商業活動的公司，或由(iii)對於註冊辦公室在美國的公司具有主導利益的控股公司所發行之可轉讓證券的認購權證、可轉換債券或附可轉讓證券認購權證之債券、債券及其他債務性證券、貨幣市場工具。

本子基金主要投資於經理人認為長期潛力被市場低估的公司。子基金將主要投資於經理人認為被低估公司之證券，特別是因市場衰退、經濟情勢不利、對發行人或其產業發生或可能發生影響之發展、或因有限市場覆蓋率而造成者。一般而言，此等證券藉由低股價/帳面價值、股價/收益，及/或股價/利潤係數來獲利。

基金經理人

• Moore Gina Marie
• 資歷 4年(2016-03-15 至今)

• Gina Marie N. Moore, CFA, joined AJO in 1998. She began her career as a licensed CPA at PriceWaterhouse and then joined Scott Paper as a pension analyst. She became involved in institutional investment management, first at Brandywine Asset Management and then at Glenmede Trust. She is a CFA charterholder and served on the board of the CFA Society of Philadelphia. Gina is involved with portfolio management, research, client service, and marketing.

• Aronson Theodore
• 資歷 4年(2016-03-15 至今)

• Theodore R. Aronson, CFA, CIC, founded AJO in 1984. While still a graduate student, Ted joined Drexel Burnham Investment Advisors, where he helped found its Quantitative Equities Group. This group managed the Revere Fund, the first active SEC-registered fund to employ MPT. Prior to forming AJO, he founded Addison Capital. Ted was chair of the CFA Institute (formerly AIMR) and is both a CFA charterholder and a Chartered Investment Counselor. He is a trustee of Spelman College and chair of its investment committee. He was a Lecturer in Finance at The Wharton School. Ted is involved with portfoli

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