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Heptagon Fund Icav - Wcm Global Equity Fund C Usd Acc (0P0001A4EG)

Irlanda

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288,826 +2,400 +0,84%

20/12 - Fechado. Moeda em USD

Tipo: Fundo

Mercado: Irlanda

Emissor: Heptagon Capital Limited

ISIN: IE00BYZ09Q19

Classe de Ativo: Açao

Classificação da Morningstar:
Ativos Totais: 2,68B

Heptagon Fund Icav - Wcm Global Equity Fund C Usd Acc - Vista Geral

Nesta página encontrará um perfil aprofundado de Heptagon Fund Icav - Wcm Global Equity Fund C Usd Acc. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de 0P0001A4EG, e mais.

Categoria

Global Large-Cap Growth Equity

Ativos Totais

2,68B

Despesas

1,02%

Data de Início

29.03.2017

Informações de Contacto

Endereço Heptagon Capital 63 Brook Street
London, W1K 4HS
United Kingdom

Telefone +44 20 70701800

Fax London

Web www.heptagon-capital.com

Principais Executivos

Nome	Título	Desde	Até
Jon Tringale	Portfolio Manager	2022	Agora
Biografia	Jon joined WCM in 2015; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since he began his investment career in 2008, Jon’s experience includes positions as an Analyst on the trading floor with Wedbush Securities, and as Vice President at Gerson Lehrman Group. Jon earned his B.S. (cum laude) in Finance from San Jose State University (California).
Paul Russell Black	Portfolio Manager	2017	Agora
Biografia	Paul joined WCM in 1989; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since the start of his investment career in 1983, Paul’s experience includes positions as Portfolio Manager with Wells Fargo Private Banking Group, and at Bank of America. Paul earned his B.S. in Finance from California State University, San Diego.
Kurt R. Winrich	Portfolio Manager	2017	Agora
Biografia	Kurt joined WCM in 1984; his primary responsibility is portfolio management for our global, fundamental growth strategies. Before he began his investment career in 1984, Kurt’s analytical background includes a position as Section Head, Computer-aided Design and Analysis, at Hughes Electronics Santa Barbara Research Center. He earned his B.A. in Physical Science from Westmont College (California), and his B.S. and M.S. in Electrical Engineering from Stanford University (California). Kurt is also a CFA® charterholder.
Peter J. Hunkel	Portfolio Manager & Business Analyst	2017	Agora
Biografia	Pete has been working with WCM since 2001; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 1998, Pete's experience includes positions as Portfolio Analyst, Templeton Private Client Group, and as Managing Director at Centurion Alliance. He earned his B.A. (with honors) in Communications from San Jose State University (California), and his J.D. at the Monterey College of Law (California).
Michael B. Trigg	Equity Analyst	2017	Agora
Biografia	Mike Trigg is a Portfolio Manager and President with WCM Investment Managers. As a member of the Investment Strategy Groups for the firm’s global fundamental growth strategies, his primary responsibilities are portfolio management and equity research. Prior to joining WCM in 2006, he served as an equity analyst at Morningstar, Inc., where he also managed the company’s Model Growth Portfolio. Mike has also served as an analyst at the Motley Fool, an online investment service. He holds a BS in finance from Saint Louis University.
Sanjay Ayer	Portfolio Manager	2017	Agora
Biografia	As a member of the Investment Strategy Group for the firm’s global fundamental growth strategies, his primary responsibilities are portfolio management and equity research. Prior to joining WCM in 2007, he served as an equity analyst for Morningstar, Inc., where he covered the gaming, cruise and online travel industries. Sanjay also served previously as a performance analyst at J. & W. Seligman & Co. In addition to being a CFA® charterholder, he holds a BA in economics and a BA in applied mathematics from Johns Hopkins University.

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