富達歐洲基金要換經理人了(2007.01.01起) - 投資

Ula avatar
By Ula
at 2006-11-18T17:31

Table of Contents

http://www.funddj.com/e/ytalk/zaof.asp?TitleID=17607

剛剛從基智網上看到的

大家參考一下



摘錄如下


Alexander Scurlock, a 12-year veteran of Fidelity and former Director of
Research, will take on the management of Fidelity Funds European Growth Fund
from 1 January 2007.

Alexander Scurlock (在富達工作12年的老手, 前 ?研究總監?) 2007-01-01 起接手富達
歐洲基金經理權.

His appointment follows a decision by Graham Clapp, manager of FF European
Growth Fund for the past four years, to take a career break after 22 years
with Fidelity. Graham will work closely with Alexander between now and the end
of the year to ensure a smooth transition of responsibilities.

本項任命導因於 Graham Clapp (現任富達歐洲基金經理) 決定中斷在富達22年來的事業
生涯 (離職). Graham (現任) 將與 Alexander (新任) 共同工作至本年末以確保工作責
任順利交接.

Like Graham, Alexander is a bottom-up stockpicker who scours the entire market
in search of the most attractive investment opportunities. A former head of
equity research and one-time assistant to Graham, Alexander makes maximum use
of Fidelity's research resources to obtain a genuinely global perspective on
the companies in which he invests.

如同 Graham (現任), Alexander (新任) 也是一位由下而上選股 (尋訪整個市場以尋找
最有吸引力投資標的) 專家. Alexander 曾任股票研究主管與 Graham 的副手, 他 (具有
能力) 運用富達的研究資源到極致, 以達致對他投資的各公司睿智與全面性的觀照/前瞻.

In addition, Alexander supports this bottom-up approach to investment with a
top-down assessment of the portfolio. He uses his understanding of
macroeconomic trends, such as the workings of the Eurozone, to corroborate and
reinforce the conviction behind his stock selection decisions.

此外, Alexander 以由上而下的類股分配規劃 輔助/補強 其由下而上分析手段. 他利用
個人對總體經濟趨勢的了解, 如: 歐元區的運作, 來強化其選股決定的基礎.

Alexander will hand over his other portfolio management responsibilities to
colleagues so that he can focus solely on FF European Growth Fund. As
previously announced, Alexandra Hartmann will take over the management of the
Fidelity Funds Euro Blue Chip Fund from 1 January 2007.

Alexander 將交卸其他資產經理業務, 以便他能夠專注於富達歐洲基金. 如同前番發布:
2007-01-01 起, 富達歐元藍籌基金經理人由 Alexandra Hartmann 接任.

The need to maintain broad continuity of approach for shareholders has been
uppermost in our minds. This transition of responsibility does not signal any
dramatic shift in strategy and the depth of investment talent within Fidelity
allows us to take such changes in our stride, as demonstrated by a strong
record of managing successful transitions.

本公司首要考良為 (為全體受益權人) 維持投資手段的延續性. 本次職務異動不表示任何
重大的投資策略轉變, 就如以往成功的移轉記錄, 本公司也相信深植於富達公司組織內的
投資才能容許本公司進行此等異動.

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All Comments

Enid avatar
By Enid
at 2006-11-19T12:59
我是新手,想請問這樣對這個基金的影響是好是壞,謝謝...
Callum avatar
By Callum
at 2006-11-23T10:10
希望不要有影響...歐元藍籌.歐洲平衡的績效還是比富歐差一點
Elvira avatar
By Elvira
at 2006-11-25T05:44
請問原本的經理人要轉到哪去啊?還是退休了?
Ophelia avatar
By Ophelia
at 2006-11-25T14:18
那那那...投資歐洲不就又少個可考慮的目標了

新手買基金[銀行篇]

Frederic avatar
By Frederic
at 2006-11-17T22:43
小弟是最近一兩個月才發現這個版 也因此受獲良多 最近也發現很多新手想買基金 其實我也是新手啦... 不過這一兩個月來也有一些心得 在這邊分享給大家囉 也希望版上前輩能多多指教 --------以上是哈拉分隔線--------- 想要買基金 第一步當然是先到銀行開戶囉 ...

各家投資公司的旗艦基金...規模超過千億台幣的基金大公開

Tom avatar
By Tom
at 2006-11-16T22:44
極具有價值的資料..看看吧...!!1 基金名稱 / 原幣規模 (單位:百萬) 約當台幣規模 (單位:億) 01.富坦成長 32,103 / 10,594 02.富達歐洲(EUR) 21,492 / 8,597 03.富坦世 ...

請問你國泰幸福達人扣的基金是哪些呢?

Frederic avatar
By Frederic
at 2006-11-12T13:23
要參加統計的請推guluy大的4623篇喔 前文恕刪 版友提議可改成數字型的 我再加上百分比 事先未徵得guluy大同意 請見諒 引用自4623篇 時間點20061112 13:23 公司 基金名稱 票數 得票率 富坦 拉美 13 8.0% ...

一次買三支穩健型

Caitlin avatar
By Caitlin
at 2006-06-30T20:33
如果對於前一次的文章的失言 我在此慎重道歉andlt;(_ _)andgt; 我承認我的觀點實有錯誤的地方 再者對於FUND版的未來 其實我也是很憂心 老實說FUND版成立至今 大約一年左右 在這一年以來 雖然我是版主 但實我認真開始學習基金操作 也是從這年開始的 當時身為一個基金新手 ...

B股債券基金 肥了銀行?

Olga avatar
By Olga
at 2006-05-09T10:21
詳情需要內行人出來講一下,我只是貼出來供大家參考。 http://udn.com/NEWS/STOCK/STO7/3299885.shtml B股債券基金 肥了銀行? ■ 記者張瀞文、白富美/台北報導 美國升息快結束,B股(後收手續費)海外債券基金再度在銀行熱賣,債券基金前收手續 費遠低於後收手續費, ...