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Fonden placerar både i små och medelstora Nordamerikanska bolag. Bolagens marknadsvärde får inte understiga det lägsta eller överstiga det högsta marknadsvärdet på de bolag som ingår i Russel 2500 Net Return Index, ett återinvesterande amerikanskt aktieindex för små och medelstora bolag. Placering kan dock till högst 10 procent av fondens värde ske utan begränsning till storleken på bolagens marknadsvärde. Eftersom fonden placerar medel utanför Sverige kan fondens värde påverkas av hur svenska kronan utvecklas i relation till andra valutor. Derivatinstrument får användas som ett led i fondens placeringsinriktning. Fonden får investera i andra instrument än de som nämns ovan. För information om fondens fullständiga placeringsmöjligheter med mera se fondens informationsbroschyr inklusive fondbestämmelser.
Namn | Titel | Sedan | Till |
---|---|---|---|
Mark Sherlock | - | 2015 | Nu |
Biografi | Mark joined the US Equities team in February 2009 as co-manager of the US SMID Cap strategy and became lead manager in October 2013. He was appointed as Head of US Equities in October 2017. Mark initially joined the company in 2005 as an analyst and fund manager on the UK Focus Fund. Prior to this, he was an investment analyst at Rio Tinto Pension Fund, where he had responsibility for the small- and mid-cap portion of the portfolio. Mark qualified as a Chartered Accountant with PricewaterhouseCoopers in 2002. He has a degree in Politics from Durham University, is a CFA charterholder and a Fellow of ICAEW. | ||
David Kovacs | CIO (Chief Investment Officer) | 2012 | 2015 |
Biografi | David Kovacs, CFA, Chief Investment Officer --Quantitative Strategies and Lead Manager -- Quantitative Strategies. David Kovacs is the chief investment officer of quantitative strategies at Turner. Mr. Kovacs developed the quantitative research model that is currently used by the firm. He has worked at Turner since 1998 experience. Prior to joining Turner, Mr. Kovacs was Director of Quantitative Research at Pilgrim Baxter & Associates. He also served as a senior financial analyst at The West Company. He began his career as a research analyst at Allied Signal, Inc. Mr. Kovacs received his MBA from the University of Notre Dame with a dual major in finance and accounting, which is also where he received his dual major bachelor's degree in mathematics and computer science. He is a member of CFA Institute and CFA Society of Philadelphia. | ||
Steven L. Gold | Investment Officer | 2009 | 2012 |
Biografi | • BA - (Case Western Reserve University) • 24 years experience • Joined Turner in 2004 • Previous employment: Standish Mellon Equity, Aetna Life & Casualty • CFA Institute, Boston Security Analysts Society | ||
Jan E. Parsons | CIO | 2004 | 2009 |
Biografi | Mr. Parsons has been the President and Chief Investment Officer of Pier Capital since 2004. Mr. Parsons graduated from the University of Stockholm in 1983 with a Civilekonom degree (MBA equivalent), majoring in Business Administration and Economics. Prior to founding Pier Capital, Mr. Parsons was at Enskilda Securities from 1985 to 1987 and Sirius Insurance Company from 1983 to 1985. Mr. Parsons has over 30 years of investment industry experience. | ||
Lars Rodert | - | 1994 | 2004 |
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