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미국주식에 분산투자를 통하여 자본증식을 목표로 합니다. 대형주에 상대적으로 많이 투자하며 투자 종목수는 대개 120 - 150 종목에 이르고 있습니다.
종목명 | 헤드라인 | 재직 시작연도 | 기간 |
---|---|---|---|
Ashish Bhardwaj | - | 2021 | now |
전기 | Ashish is a long-standing member of the investment team. He started his career with us in 2009 as an analyst in our Asian equity research team, based in Mumbai, before relocating to London in 2012 to join our US equity research team. He initially covered Indian autos, construction, materials and infrastructure stocks, before moving to London to cover US aerospace & defence, transportation, logistics and industrial services. Throughout his six years as an analyst, Ashish has made some great stock recommendations and proved himself as a talented investor. | ||
Rosanna Burcheri | Senior Portfolio Manager | 2021 | now |
전기 | Rosanna Burcheri is a seasoned investor. Rosanna graduated in economics from Bocconi University in 1996. She started her career as junior fund manager at Paribas Asset Management, before joining M&G as a fund manager. In 2004, Rosanna was appointed Senior European Portfolio Manager at Shell Pension Management Service. She later became partner and pan-European fund manager for FrontPoint Management, before joining Artemis in 2011. Rosanna moved to Fidelity to manage US value funds in 2021. | ||
Angel Agudo | - | 2019 | 2021 |
Angel Agudo | - | 2014 | 2019 |
Adrian Brass | portfolio manager | 2008 | 2014 |
전기 | Adrian Brass is a fund manager and analyst with 23 years’ investment experience in international equity markets. Adrian is responsible for lead managing the US Equity Fund and co-managing both the Global Equity and the Global Focus funds. Before joining Majedie in 2014, Adrian was a Fund Manager at Fidelity, where he managed US equity funds including the America Fund for six years, growing total assets to over $8bn. Previously he managed a global consumer sector fund from 2006. Prior to that he managed various global equity funds at Investec Asset Management, a firm he joined in 2000 from Schroders, where he was a UK and then pan-European analyst. Adrian joined Schroders in 1995. He holds a Bachelor of Sciences degree in Economics & Politics from the University of Bristol and is a CFA charter holder. | ||
Katherine Collins | Head | 2005 | 2007 |
전기 | Ms. Collins is Head of Sustainable Investing, responsible for leading Putnam's investment research, strategy implementation, and thought leadership on environmental social, and governance (ESG) issues. In addition, she is a portfolio manager of Putnam's Sustainable Future and Sustainable Leaders strategies. Ms. Collins manages the Sustainable Equity team, which collaborates with portfolio managers and analysts on ESG integration by assessing the fundamental relevance of ESG issues at a security level and the potential for alpha generation and risk mitigation at a portfolio level. |
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