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Jackson Square Smid-cap Growth Cit Fund (class M) (0P0000VFCL)

Fundos EUA

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44,970 -0,010 -0,02%

28/06 - Atraso dados. Moeda em USD ( Declaração de Riscos )

Tipo: Fundo

Mercado: E.U.A.

Emissor: SEI Trust Company

Classe de Ativo: Açao

Classificação da Morningstar:
Ativos Totais: 49M

Jackson Square Smid-cap Growth Cit Fund (class M) - Vista Geral

Nesta página encontrará um perfil aprofundado de Jackson Square Smid-cap Growth Cit Fund (class M). Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de 0P0000VFCL, e mais.

Categoria

Mid-Cap Growth

Ativos Totais

49M

Despesas

0,70%

Data de Início

30.06.2011

Informações de Contacto

Endereço Suite A3-200
San Francisco,CA 94129
United States

Telefone 415-635-0220

Web www.jspartners.com

Principais Executivos

Nome	Título	Desde	Até
Ian Ferry	CIO, Portfolio Manager	2019	Agora
Biografia	Ian D. Ferry became a member of Jackson Square, at its inception in May 2014, as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from November 2011 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth and global growth portfolios. Prior to joining Delaware Investments, he was an equity research analyst with Fidelity from August 2010 to October 2011. Before that, he completed an internship as an analyst with Carlson Capital in summer 2009. Previously, he worked with HarbourVest Partners from 2005 to 2008 in its private equity group, where he analyzed and completed growth equity investments and leveraged buyouts for the firm. Ferry began his career with Houlihan Lokey in 2004 as a financial analyst. He earned a bachelor’s degree in finance from Tulane University. Ferry also earned an MBA, with a concentration in management, from The Wharton School of the University of Pennsylvania in 2010.
Christopher J. Bonavico	Portfolio Manager	2011	Agora
Biografia	Christopher J. Bonavico, portfolio manager and analyst, joined JSP in April 2014. Previously, he was a vice president, senior portfolio manager and analyst at Delaware, and was a senior portfolio manager on its Focus Growth Equity team (2005 to 2014). Prior to that, he was a principal and portfolio manager at Transamerica Investment Management (1993 to 2005).
Kenneth F. Broad	Portfolio Manager	2011	Agora
Biografia	Kenneth F. Broad, CFA, MBA Portfolio Manager, Research Analyst Kenneth F. Broad became a member of Jackson Square, at its inception in May 2014, as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth and global growth portfolios. Prior to joining Delaware Investments, he was a principal and portfolio manager at Transamerica Investment Management, where he managed sub-advised funds and institutional separate accounts. Before joining Transamerica in 2000, he was a portfolio manager with The Franklin Templeton Group and was a consultant in the business valuation and merger and acquisition group at KPMG Peat Marwick. He received an MBA from the University of California at Los Angeles and his bachelor’s degree in economics from Colgate University.

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