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🔥 This hedge fund gained 26.16% in the last month. Get their top stocks with our free stock ideas tool. See stock ideas
Ct American Extended Alpha Fund Institutional Accumulation Gbp (0P00009RIF)
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7.78
0.00
0%
Type:
Fund
Market:
United Kingdom
Issuer:
Threadneedle Investment Services Ltd
ISIN:
GB00B28BBW75
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 38.45M
Threadneedle American Extended Alpha Fund Institut
7.78
0.00
0%
- Overview
- Profile
- Historical Data
- Holdings
Ct American Extended Alpha Fund Institutional Accumulation Gbp Overview
On this page you'll find an in-depth profile of Ct American Extended Alpha Fund Institutional Accumulation Gbp. Learn about the key management, total assets, investment strategy and contact information of 0P00009RIF among other information.
Investment Strategy
The Fund aims to achieve above average capital growth over the long term. It looks to outperform the S&P 500 Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and seeks to gain at least 75% of its investment exposure to shares of companies domiciled in the United States of America (US), or which have significant US business operations.
Contact Information
Address
London EC4N 6AG
Zurich,London 8002
Switzerland
Zurich,London 8002
Switzerland
Phone
+41 44 208 37 37
Fax
+41 44 208 35 00
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Nicolas Janvier | Portfolio Manager | 2021 | 2024 |
| Biography | Nicolas Janvier is Head of US Equities, EMEA, at Columbia Threadneedle Investments. He took up this role in October 2020 and leads the London-based team which manages a significant US equities franchise for clients. Mr Janvier has been with the company for 14 years, working as a US equities portfolio manager in both our US and London offices. He is currently lead manager for the Threadneedle American strategy and Threadneedle American Smaller Companies strategy, as well as ESG portfolios managed by the London team. He is also co-portfolio manager of the Columbia Large Cap Growth Opportunity strategy. Mr Janvier joined the company in 2006, spending eight years in our New York office as a portfolio manager in the Value Strategies team focusing on US mid and small cap companies. Prior to this, Mr Janvier was a portfolio manager with the Private Bank at Bank of America. Mr Janvier holds a BSc in Telecommunications-Operations from the University of Florida. He also holds the Chartered Financial Analyst designation. | ||
| Ashish Kochar | Portfolio Manager | 2014 | 2020 |
| Biography | "Portfolio Manager Ashish Kochar took over responsibility for this Fund in September 2021, following the departure of Amit Lodha. Ashish Kochar joined Fidelity in September 2021. Prior to this role, Kochar was primarily the deputy portfolio manager from 2011 to 2014 and co-portfolio manager from 2014 to 2021 on Threadneedle Global Extended Alpha. He was also the sole and lead portfolio manager of Threadneedle American Select between 2017 and 2021, and Threadneedle American Extended Alpha between 2014 to 2021. He also worked at hedge fund manager North Sound Capital and stockbroker Merrill Lynch. Kochar has a Masters of Business Degree (The College of William and Mary)," | ||
| Amit Kumar | portfolio Analyst | 2018 | 2020 |
| Biography | Amit Kumar is portfolio manager for the American Absolute Alpha Fund and the American Extended Alpha Fund. He is also responsible for researching US companies across the consumer discretionary and technology sectors. Amit joined the company in 2014 as a senior portfolio analyst in the US Equities team. Before joining the company, Amit spent seven years with Artham Capital and Swiss Re Asset Management, where he worked as a research analyst. Prior to that, he spent nine years in the technology industry IBM, TCS and a number of tech start-up firms. Amit holds an MBA in Finance from Columbia Business School and a BSc in Technology from the Indian Institute of Technology. He also holds the Chartered Financial Analyst designation. Amit is a published author whose work includes Short Selling: Find Uncommon Short Ideas. He is also a visiting lecturer on value investing at London Business School. | ||
| Neil Robson | Head | 2012 | 2015 |
| Biography | Neil Robson is Head of Global Equities at Columbia Threadneedle Investments. He joined the company in 2011 as a portfolio manager within the Global Equities team and became head of the team in July 2017. He is the lead manager of the Threadneedle Global Select and Global Extended Alpha strategies and deputy manager of the Threadneedle Global Smaller Companies strategy. Before joining the company, Neil worked as a portfolio manager at companies including Martin Currie, Barings and Citibank. In addition, he was Head of Global Equity at Pioneer Investments from 2003 to 2009. Neil has an Economics degree from the University of Bristol. | ||
| Stephen Moore | Portfolio Manager | 2007 | 2014 |
| Biography | Stephen has managed Artemis' US Extended Alpha and US Absolute Return Funds since launch. He holds a BComm and BA from the University of Queensland and is an associate of the Securities Institute of Australia. Stephen began his career at First State in 1997 and moved to Threadneedle's US team in 2002. He launched the Threadneedle American Extended Alpha Fund in 2007, became lead manager on the US hedge fund in 2008 and launched the Threadneedle American Absolute Alpha Fund in 2010. Stephen joined Artemis in 2014. | ||
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