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

Fundos EUA

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46,930 -0,510 -1,08%

27/12 - Fechado. Moeda em USD

Tipo: Fundo

Mercado: E.U.A.

Emissor: SEI Trust Company

Classe de Ativo: Açao

Classificação da Morningstar:
Ativos Totais: 823,7K

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

823,7K

Despesas

0,71%

Data de Início

30.06.2011

Informações de Contacto

Endereço Suite 210
Larkspur,CA 94939
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 is a founding member of Jackson Square Partners, serving as a portfolio manager and analyst since its inception in May 2014. He was promoted to CIO in 2023. He has been a part of the team for over a decade. Prior to founding Jackson Square, he was a portfolio manager of the Delaware Investments Focus Growth Equity team from November 2011 to April 2014. 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. Ian began his career with Houlihan Lokey in 2004 as a financial analyst. He earned a bachelor’s degree in finance from Tulane University. Ian also earned an MBA, with a concentration in management, from The Wharton School of the University of Pennsylvania in 2010. In his free time, he enjoys cycling, reading biographies, running trails, and engaging in non-profits with an education focus.
Christopher J. Bonavico	Portfolio Manager	2011	Agora
Biografia	Chris is a founding member of Jackson Square Partners serving as a portfolio manager and analyst since its inception in May 2014. His tenure with the team spans almost three decades.
Kenneth F. Broad	Portfolio Manager	2011	Agora
Biografia	Ken is a founding member of Jackson Square Partners and has served as a portfolio manager and analyst since its inception in May 2014. He was promoted to co-chair in 2023. He has spent more than 20 years with the team. Previously, he was a portfolio manager of the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. Prior to 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. He is also a CFA charterholder. Outside of work, Ken is an External Advisory Board member for the Center for Freedom and Western Civilization (CFWC) at Colgate and a member of the board of Councilors for USC's Center for the Political Future (CPF). He is passionate about books, libraries, cinema, and philosophy.

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