投資目標概要

基金特點

Clyde Rossouw

優質股票團隊聯席主管

羅克穎是晉達資產管理優質股票團隊聯席主管，同時亦是投資組合經理，專注於多元資產絕對回報及低波幅實質回報股票投資。其投資組合經理職責包括管理公司的旗艦機遇策略（羅克穎自2003年起管理此策略），以及兩項以股票為中心的策略 ─ 環球特許品牌策略及環球優質股票收益策略。羅克穎於1999年加入本公司，任職資產配置及行業配置策略師。在加入本公司前，羅克穎獲Sanlam頒發獎學金，並為該公司工作8年，當中包括5年的資產管理工作。他在該公司取得固定收益分析及投資組合管理的經驗。羅克穎畢業於開普敦大學，取得統計及精算理學士學位。其後，於1995年取得精算技能證書，並於1997年獲倫敦精算協會頒發金融及投資證書。羅克穎擁有特許金融分析師（CFA®）資格。

Abrie Pretorius

投資組合經理

潘德龍是優質股票團隊駐紐約的投資組合經理和分析員。他身為投資組合經理的職責包括擔任環球優質股票收益策略的投資組合經理以及該團隊的旗艦環球特許品牌策略的候補投資組合經理。作為分析員，潘德龍負責環球優質股票策略的全球股票研究。他於2006年加入公司，在倫敦和開普敦辦事處專責發展市場風險模擬能力。自環球優質股票團隊成立旗艦的環球策略以來，潘德龍已是成員之一。他以優等成績畢業於University of the North West, Potchefstroom Campus，取得定量風險管理 - 投資管理理學碩士學位。他亦持有投資管理證書（IMC），並擁有特許財務分析師的專業資格。

Elias Erickson

投资组合经理

Elias is a portfolio manager in Ninety One's Quality investment team, based in New York. He is lead portfolio manager of the International Franchise strategy and portfolio manager of the Global Franchise strategy. In addition, he is responsible for global equity idea generation and research. Before joining the firm, Elias was a managing director at Thornburg Investment Management, where he served as an Associate Portfolio Manager for the Thornburg Global Opportunities Fund. Prior to that, he worked at Dodge & Cox, conducting global equity research in the capital goods, medical devices, and chemicals sectors. He began his career as an investment banking analyst at Lehman Brothers / Barclays Capital. Elias received a Master of Business Administration from Stanford University and a Bachelor of Science from Brigham Young University, where he was a presidential scholar.

Paul Vincent

投資組合經理

Paul is a portfolio manager in Ninety One’s Quality investment team, based in London. He is co-portfolio manager of the American Franchise strategy and portfolio manager of the Global Franchise strategy. In addition, he is responsible for managing the research process for all of the Quality team’s global strategies, as well as global equity idea generation and research. Paul joined the Quality investment team in 2013. Prior to this, he was a Senior Manager in Ninety One’s Investment Operations team. Paul graduated from the University of Surrey in 2010 with a first-class Bachelor of Science (Hons) degree in Business Management. During his studies, Paul completed a 14-month industrial placement at UBS Global Asset Management, with responsibilities covering client reporting and data management. Paul is also a CFA® Charterholder and holds the Investment Administration Qualification (IAQ) and Investment Management Certificate (IMC).