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🔥 A estratégia de ações escolhidas por IA, Titãs da tecnologia, subiu +7,1% em maio. Junte-se à ação com as ações EM ALTA. Poupe 40%
New Capital Us Future Leaders Fund Usd Ord Acc (0P0001EC76)
Adicionar/Remover de uma carteira
Adicionar a carteira
160,420
-1,240
-0,77%
Tipo:
Fundo
Mercado:
Irlanda
Emissor:
EFG Asset Management (UK) Ltd
ISIN:
IE00BF2SJ548
Classe de Ativo:
Açao
- Classificação da Morningstar:
- Ativos Totais: 104,58M
New Capital US Future Leaders Fund USD Ord Acc
160,420
-1,240
-0,77%
New Capital Us Future Leaders Fund Usd Ord Acc - Vista Geral
Nesta página encontrará um perfil aprofundado de New Capital Us Future Leaders Fund Usd Ord Acc. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de 0P0001EC76, e mais.
Informações de Contacto
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Timothy P. Butler | Equity Analyst | 2018 | Agora |
| Biografia | Tim joined EFGAM in 2016 as a Senior Portfolio Manager with sector focuses on financial services, financial technology, industrials and materials. He is a 26-year industry veteran who covered the aforementioned sectors for 13 years whilst at Mazama Capital Management. His previous role was at Pacific Crest Securities, where he was a Senior Research Analyst specialising in financial technology stocks. Prior to this, he worked at Stifel Financial as a Research Analyst focused on specialty finance companies. Before entering the securities industry, Tim was employed by a publicly traded Specialty Finance company where he handled investor relations, financial analysis and strategic planning. Tim holds an MBA from the University of Texas, graduating cum laude, and BA in Business Administration from Wichita State University, where he graduated summa cum laude and was elected to the Beta Gamma Sigma Honour Society. | ||
| Michael D. Clulow | Portfolio Manager | 2018 | Agora |
| Biografia | Mike joined EFGAM in 2016 as a Senior Portfolio Manager with a sector focus on health care stocks, including pharmaceutical, medical device and health care service names. He has been an investment analyst since 1995 and previously covered this area for all Mazama Capital Management strategies for 13 years. Prior to Mazama, he was a Senior Analyst covering health care technology and pharmaceutical outsourcing stocks at UBS. Previously, he worked as a Healthcare Analyst at CIBC World Markets. Mike started his career as Corporate Lending Officer at PNC Bank. Mike holds an MBA Hons in Finance and Economics from New York University's Leonard N. Stern School of Business and a BSc in Finance from Miami University of Ohio. He received the Chartered Financial Analyst (CFA) designation in 2002. | ||
| Joel Rubenstein | Senior Portfolio Manager | 2018 | Agora |
| Biografia | Joel joined EFGAM in 2016 as a Senior Portfolio Manager with a sector focus on the broad technology universe. Prior to this Joel spent 12 years at Mazama Capital Management where he held various roles within the investment team, most recently managing EFGAM’s New Capital US Growth Funds and running US equity mandates for institutional clients. Before being promoted to Portfolio Manager in 2007, he was a Senior Research Analyst specialising primarily in the technology sector and certain consumer and industrial companies across all strategies. Prior to joining Mazama, he was a Senior Equity Research Associate in the technology group at Bank of America Securities and a Senior Research Analyst at Analysis Group, a leading provider of economic and business strategy consulting services. Joel holds an MBA in Finance and a BA in Economics from UCLA. | ||
| Chelsea Wiater | - | 2018 | Agora |
| Biografia | Chelsea joined EFGAM in 2016 and is a Portfolio Manager specializing in the research and analysis of consumer discretionary, consumer staples, and communication services stocks. Chelsea has held the roles of Senior Research Analyst and Research Analyst while at EFGAM. She started in the industry in 2009 with the investment team at Mazama Capital Management, where she held various roles including Research Analyst and Head Equities Trader, working closely with Mazama's PM’s and conducting research across several industry groups including industrials and consumer discretionary. Chelsea holds a MS in Finance from Portland State University where she was elected to the Phi Kappa Phi Honour Society, and a BSc in Business Administration & Marketing with an additional major in Spanish from Trinity University. | ||
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