基本資料

投資策略

本基金的投資目標是長期資本增值。

為實現其目標，基金將主要投資於被選定具有增長潛力之普通股股票。本基金之投資範圍，為位於全球各地自大型且具規模之公司至小型且快速成長之公司等各種規模公司。為達成投資目標，本基金主要投資於美國及非美國之股票證券。本基金可預期廣泛投資於多元化產業。

基金經理人

• Wellso Carmel
• 資歷 5年(2014-12-15 至今)

• Carmel Wellso is Director of Research at Janus Henderson Investors. In this role, she has responsibility for the global U.S.-based equity research effort at the firm. Her responsibility is to maintain a powerful and successful investment culture by attracting and retaining strong analysts, managing global research coverage, driving independent research and collaborating with portfolio managers and the global chief investment officer. As head of the Portfolio Oversight Team for the firm, Ms. Wellso helps to oversee the firm’s research strategies, which consist of the best ideas of her analyst team. Additionally, Ms. Wellso has extensive, global investment experience. Prior to joining Janus as a research analyst in 2008, she was a partner focusing on global financial services at Standard Pacific Capital. Prior to that, she served as director of Asian equity sales for UBS Warburg. Ms. Wellso also served as an assistant director and Asian banking analyst with ING Barings Securities where she led consistently top-ranked financials teams. She began her investment career as a credit analyst at MHT/Chemical Bank (JP Morgan Chase), where she focused on emerging market sovereign exposures and financial sector lending. 
  
  Ms. Wellso received her bachelor of arts degree in English literature and business administration from Marquette University and her MBA from the Thunderbird School of Global Management. She also served for two years in the U.S. Peace Corps in Kenya.

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