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

Dana AS

Tambah kepada/Keluarkan daripada Portfolio Tambah kepada Portfolio

46.930 -0.510 -1.08%

27/12 - Ditutup. Matawang dalam USD

Jenis: Dana

Pasaran: Amerika Syarikat

Penerbit: SEI Trust Company

Kelas Aset: Ekuiti

Penarafan Morningstar:
Jumlah Aset: 823.7K

Umum
Carta
- Carta penstriman
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Teknikal
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Tinjauan 0P0000VFCL

Di laman ini anda akan mendapat profil terperinci Jackson Square Smid-cap Growth Cit Fund (class M). Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi 0P0000VFCL antara maklumat lain.

Kategori

Mid-Cap Growth

Jumlah Aset

823.7K

Perbelanjaan

0.71%

Tarikh Permulaan

Jun. 30, 2011

Maklumat Untuk Dihubungi

Alamat Suite 210
Larkspur,CA 94939
United States

Telefon 415-635-0220

Web www.jspartners.com

Eksekutif Tinggi

Nama	Tajuk	Sejak	Sehingga
Ian Ferry	CIO, Portfolio Manager	2019	now
Biografi	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	now
Biografi	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	now
Biografi	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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