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Jupiter Merian North American Equity Fund (irl) I Usd Acc (0P0000K0QL)

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30.262 -0.080    -0.28%
09/05 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  Ireland
Issuer:  Old Mutual Global Investors (UK) Limited
ISIN:  IE00B42HQF39 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 300.95M
Old Mutual North American Equity Fund I USD Acc 30.262 -0.080 -0.28%

Jupiter Merian North American Equity Fund (irl) I Usd Acc Overview

 
On this page you'll find an in-depth profile of Jupiter Merian North American Equity Fund (irl) I Usd Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000K0QL among other information.
Category

US Large-Cap Blend Equity

Total Assets

300.95M

Expenses

0.93%

Inception Date

Apr 24, 2014

Investment Strategy

The objective of the fund is to seek to achieve long term capital growth through the active management of a diversified portfolio invested primarily in North American stock markets. It is not proposed to concentrate investments in any one industry or sector.

Contact Information

Address The Wilde-Suite G01, The Wilde, 53 Merrion Square South
Dublin,
Ireland
Phone -

Top Executives

Name Title Since Until
Amadeo Alentorn - 2013 Now
Biography Amadeo joined Merian in 2005 and is a fund manager and head of research in the global equity team. Prior to joining the business he developed simulation models for systemic and liquidity risk for the Financial Stability Group at the Bank of England, and worked as a software developer for CAD systems and for robotic applications. He holds a BEng in robotics from the University of Plymouth, an MSc in computer science, and a PhD in computational finance from the University of Essex. He is a CFA charterholder.
Ian Heslop Head 2013 2022
Biography Ian joined Merian in 2000 and is head of global equities. He manages a range of hedge and retail funds and segregated mandates, including market neutral and long only funds. Ian boasts more than 20 years of investment experience and the team has won numerous awards for its funds. Prior to joining the business, Ian was a UK quantitative fund manager at Barclays Global Investors. He holds an MA in chemistry from the University of Oxford and a PhD in medicinal chemistry, University of Edinburgh. He is an associate of the Society of Investment Professionals.
Mike Servent - 2013 2020
Biography Mike joined Merian in 2004 and co-manages a range of funds within the global equity team. He joined from Barra International where he was a senior consultant specialising in the implementation of multi asset-class risk systems. Prior to this he spent five years with COR Risk Solutions, which developed the optimisation, back-testing and modelling software currently used by the global equity team. Mike has an MA in physics from the University of Oxford.
Rick Campagna - 2012 2013
Thomas F. Marsico CEO 2002 2012
Biography Tom Marsico is the founder, Chief Executive Officer, President, and Chief Investment Officer of Marsico Capital Management, LLC ("Marsico Capital"), which has served as the investment adviser to the Marsico Funds since 1997. Tom sets Marsico Capital's overall research and investment strategy. He serves as co-manager of the Marsico Focus Fund, the Marsico Growth Fund, the Marsico Midcap Growth Focus Fund, the Marsico International Opportunities Fund, and the Marsico Global Fund with Peter Marsico and Jimmy Marsico. He has over 40 years of experience in the investment management field as a securities analyst and portfolio manager. Tom's extensive background in rigorous securities analysis led him to recruit and train Marsico Capital's multitalented investment team. He is a graduate of the University of Colorado and holds an MBA from the University of Denver.
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