สมัครเพื่อสร้างข้อความแจ้งเตือนสำหรับตราสารต่างๆ
กิจกรรมทางเศรษฐกิจและเนื้อหาที่นำเสนอโดยผู้ประพันธ์ที่คุณติดตาม
สมัครสมาชิกฟรี มีบัญชีอยู่แล้ว? ลงชื่อเข้าใช้
เสนอซื้อเสนอขาย
ประเภทตราสารทั้งหมด
- ประเภทตราสารทั้งหมด
- ดัชนี
- หุ้น
- อีทีเอฟ
- กองทุน
- โภคภัณฑ์
- สกุลเงิน
- สกุลเงินดิจิตอล
- พันธบัตร
- ใบสำคัญแสดงสิทธิ
โปรดลองค้นหาใหม่อีกครั้ง
📈 คุณจะเริ่มลงทุนอย่างจริงจังในปี 2025 ไหม? เริ่มต้นก้าวแรกพร้อมรับส่วนลด 50% สำหรับสมาชิก InvestingPro
รับส่วนลด
AMG GW&K Global Allocation Fund Class N (MBEAX)
เพิ่ม/ลบจากพอร์ตลงทุน
เพิ่มเข้าสู่พอร์ตลงทุน
11.62
0.00
0%
09/02 - ข้อมูลล่าช้า. สกุลเงิน USD
- การให้คะแนนมอร์นิงสตาร์:
- สินทรัพย์รวม: 18.12M
AMG Chicago Equity Partners Balanced N
11.62
0.00
0%
- ทั่วไป
- กราฟ
- ทางเทคนิค
- กระทู้สนทนา
- ภาพรวม
- ข้อมูลบริษัท
- ราคาย้อนหลัง
- สินทรัพย์ที่ถือครอง
ภาพรวม MBEAX
ในหน้าเพจนี้คุณจะได้พบกับประวัติเชิงลึกของ AMG GW&K Global Allocation Fund Class N เรียนรู้เกี่ยวกับผู้บริหารที่สำคัญ สินทรัพย์ทั้งหมด กลยุทธ์การลงทุน และข้อมูลติดต่อของ MBEAX พร้อมทั้งข้อมูลอื่น ๆ
ข้อมูลติดต่อ
ที่อยู่
One Stamford Plaza, 263 Tresser Boulevard, Suite 949
Stamford,CT 06901
United States
Stamford,CT 06901
United States
โทรศัพท์
800.835.3879
เว็บไซต์
www.amgfunds.com
เจ้าหน้าที่อาวุโสระดับสูง
| ชื่อ | ชื่อเรื่อง | ตั้งแต่ | จนกว่า |
|---|---|---|---|
| Mary F. Kane | Managing Director, Portfolio Manager | 2020 | 2024 |
| ประวัติส่วนตัว | Mary is responsible for overseeing all aspects of our taxable fixed income team, including portfolio management, research and trading. She is also a member of the firm’s Investment and ESG Committees. Before joining GW&K in 2005, she was a Managing Director and Portfolio Manager with Fortis Investments where she was responsible for all of the firm’s U.S. dollar-denominated taxable bond mutual funds. Prior to that, Mary was a Vice President at Invesco, where she managed various institutional mandates, including several large pensions, endowments and foundations. In this capacity, she also served as a senior high yield credit analyst. She started her investment career as a Fixed Income Trader and Credit Analyst at Gardner and Preston Moss. Mary graduated cum laude from Wheaton College where she earned an AB in Economics and she received her MBA from Boston University’s Questrom School of Business. She is a CFA charterholder and a member of the CFA Institute and the CFA Society Boston. | ||
| Daniel L. Miller | Partner | 2020 | 2024 |
| ประวัติส่วนตัว | Dan is responsible for overseeing all aspects of our Equity teams, including portfolio management, research, and trading. He also is a member of the firm’s Management, Investment and ESG Committees. Dan brings more than three decades of industry experience to GW&K. Prior to joining the firm, Dan worked with various companies in the Boston area as an Investment and Financial Consultant. Previously he spent 21 years at Putnam Investments in Boston, where he was Chief Investment Officer for the Specialty Growth Group overseeing a team of twenty and up to $100 billion in assets under management. He was a portfolio management team member of several small and mid cap growth funds, and the lead manager for the Putnam New Opportunities Fund since its inception in 1990. Dan was also a member of Putnam’s Management Committee and Partners Group. He began his career as an Analyst at Morgan Stanley. Dan graduated from the University of California, Berkeley and received his MBA from Stanford University Graduate School of Business. He earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston. | ||
| Aaron C. Clark | - | 2020 | 2024 |
| ประวัติส่วนตัว | Mr. Clark serves as Principal and Portfolio Manager of GW&K, positions he has held since 2015. Mr. Clark began his investment career in 1992. Prior to joining GW&K in 2015, he was a Principal and Portfolio Manager at Tetrem Capital Management with responsibility for U.S. Value and U.S. Dividend mandates as well as a Canadian Dividend Fund. Prior to that, he served as a portfolio manager at Pioneer Investments as part of their value equities team, and at Morgan Stanley Investment Company, where he co-managed a Dividend Growth Fund. Before becoming a portfolio manager, Mr. Clark was an equity analyst at Prudential Securities and Gerard Klauer Mattison with a primary focus on companies in the financial services sector. | ||
| Thomas A. Masi | Vice President | 2020 | 2024 |
| ประวัติส่วนตัว | Tom is responsible for the management of GW&K’s Emerging Wealth Equity Strategy and he contributes to the overall research effort for all of our emerging markets equity strategies. He is also a member of the firm's Investment Committee. Tom joined GW&K Investment Management from Trilogy Global Advisors, where he launched the Emerging Wealth Equity Strategy and served as co-portfolio manager since its inception. Previously, Tom was with Dominick and Dominick Advisors, a privately held investment management firm, where he was a partner and President of Asset Management. He also served as Managing Director, Senior Portfolio Manager, and senior member of the Asset Management's Investment Strategy Committee at SG Cowen Asset Management and led a group that managed $1.5 billion in client assets. Tom also worked at Kidder Peabody Asset Management as a Senior Vice President and Senior Portfolio Manager, where his team managed over $500 million in equity, fixed income and balanced separate accounts, in addition to the Kidder, Peabody Equity Income Fund and the firm's 401k and pension plans. He has a BA in economics from Rutgers University and an MBA in finance from the Rutgers Graduate School of Management. Tom is a member of the CFA Institute and the CFA Society of New York. | ||
| William Sterling | CIO (Chief Investment Officer) | 2020 | 2024 |
| ประวัติส่วนตัว | Mr. Sterling serves as Global Strategist at GW&K, a position he has held since 2019. Previously, Mr. Sterling served as Chief Investment Officer and Chief Executive Officer at Trilogy. He has worked on the staff of General Motors as Senior Economist with the Competitive Analysis Group, and at Merrill Lynch as Chief Strategist. He was Global Strategist and Portfolio Manager for BEA/Credit Suisse Asset Management before founding Trilogy Advisors. Mr. Sterling has earned an MA and PhD in economics from Harvard University and studied at the University of Tokyo as a Fulbright Scholar. | ||
| Keith E. Gustafson | Partner | 2019 | 2020 |
| ประวัติส่วนตัว | Mr. Gustafson oversees all of Chicago Equity Partners’ equity products as well as the equity portfolio management and research teams. He is responsible for the firm’s proprietary quantitative model and its ongoing developmental efforts. Prior to joining our firm, he held positions at Ibbotson Associates and SEI Corporation. Mr. Gustafson earned bachelor’s degrees in history and economics from University of Pennsylvania, an MBA from Loyola University Chicago, and a master’s degree in financial economics from the University of London. He holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute, the CFA Society of Chicago, the Chicago Quantitative Alliance, the American Finance Association, and the American Economics Association. | ||
| Michael J. Lawrence | Director | 2018 | 2020 |
| ประวัติส่วนตัว | Mr. Lawrence, a member of Chicago Equity Partners’ portfolio management team, is responsible for the consumer staples, energy, industrials, materials, and utilities sectors. Previously, he was a member of the quantitative research team. Prior to joining Chicago Equity Partners, Mr. Lawrence worked in the consulting group of SEI Corporation. He earned a bachelor’s degree and an MBA from DePaul University. He holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute and the CFA Society of Chicago. | ||
| Michael J. Budd | Portfolio Manager | 2006 | 2020 |
| ประวัติส่วนตัว | Michael Budd, FSA Credential Holder Managing Director P:312-595-8654 E: mjbudd@mesirowfinancial.com Mike Budd is a managing director and portfolio manager for the Analytic Fixed Income Team at Mesirow. Mike has 40 years of industry experience and has been with Mesirow since 2020, when the fixed income team from Chicago Equity Partners (CEP) joined the firm. At CEP, Mike was a senior fixed income portfolio manager focusing on mortgage, asset back and agency sectors and was also head of the Environmental, Social and Governance (ESG) Leadership Council, responsible for the firm’s commitment to sustainable investing. Prior to joining CEP in 1989, he held positions at Bear Stearns and Company and at St. Paul Federal Bank. Mike earned a bachelor’s degree from the University of Notre Dame and an MBA from Loyola University. He is a trustee on the investment board of Benedictine Sisters of the Sacred Heart. Mike is a member of Mesirow’s Sustainability Council and earned the FSA Credential from the Sustainability Accounting Standards Board. | ||
| Curt A. Mitchell | Portfolio Manager | 2006 | 2020 |
| ประวัติส่วนตัว | Curt Mitchell, CFA Chief Investment Officer P: 312-595-8661 E: cmitchell@mesirowfinancial.com Curt Mitchell is the chief investment officer and oversees all aspects of the investment process for the Analytic Fixed Income Team at Mesirow. Curt has more than 35 years of industry experience. He has been with Mesirow since 2020, when the fixed income team from Chicago Equity Partners (CEP) joined the firm. At CEP, Curt was Chief Investment Officer and oversaw the fixed income portfolio and team. Prior to joining CEP in 2003, he also held positions at Loomis Sayles & Company. Curt holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Chicago. Curt earned a BS in Accounting from Illinois Wesleyan University and an MBA from the University of Illinois. | ||
| Patricia A. Halper | Analyst | 2016 | 2019 |
| ประวัติส่วนตัว | Ms. Halper oversees all of Chicago Equity Partners’ equity products as well as the equity portfolio management and quantitative research groups. Previously, she was a member of the quantitative research team. Prior to joining our firm, she worked at the institutional futures sales desk at Paine Webber. Ms. Halper holds a bachelor’s degree in mathematics from Loyola University Chicago and a master’s degree in financial mathematics from the University of Chicago. She holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute, the CFA Society of Chicago, the Chicago Quantitative Alliance, the Economic Club of Chicago and The Chicago Network. Additionally, she is on the Board of Trustees for La Rabida Children’s Hospital. | ||
ถ่ายทอดความรู้ความคิดของคุณเกี่ยวกับ AMG GW&K Global Allocation Fund Class N
คุณแน่ใจว่าต้องการลบกราฟนี้?
ลบ ยกเลิก
แทนที่กราฟที่แนบมาด้วยกราฟใหม่ ?
แทนที่ี่ ยกเลิก
เกณฑ์การแสดงความคิดเห็น
เพิ่มกราฟไว้ในคอมเมนต์
ยืนยันการบล็อก
คุณแน่ใจหรือว่าคุณต้องการบล็อก %USER_NAME%?
เมื่อทำการบล็อก คุณและ %USER_NAME% จะไม่สามารถเห็นโพสต์ของแต่ละฝ่ายบนเว็บไซต์ Investing.com ได้
%USER_NAME% ได้ถูกเพิ่มเข้าไปใน Block List ของคุณแล้ว
เนื่องจากคุณเพิ่งยกเลิกการบล็อกบุคคลนี้ คุณต้องรอ 48 ชั่วโมงก่อนการบล็อกอีกครั้ง
รายงานความคิดเห็นนี้
ฉันรู้สึกว่าความคิดเห็นนี้
ความคิดเห็นได้รับการติดธงเตือน
ขอบคุณ!
รายงานของคุณได้ถูกส่งไปยังผู้ดูแลบอร์ดของเราเพื่อการทบทวน