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CLAIM SALE
756.260
+7.560
+1.01%
23/12 - Closed. Currency in USD
Type:
Fund
Market:
Ireland
Issuer:
EFG Asset Management (UK) Ltd
ISIN:
IE00B55BL213
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 269.68M
New Capital US Growth Fund USD Inst Acc
756.260
+7.560
+1.01%
- Overview
- Profile
- Historical Data
- Holdings
New Capital Us Growth Fund Usd Inst Acc Overview
On this page you'll find an in-depth profile of New Capital Us Growth Fund Usd Inst Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000V6X9 among other information.
Investment Strategy
The investment objective of the Sub-Fund is to provide capital appreciation, primarily through investment in quoted securities in the United States of America. In seeking to achieve the Sub-Fund’s investment objective, the Sub-Fund will invest in equities and equity-related securities (such as convertible bonds), listed or traded on Recognised Markets in the United States such as the NASDAQ, the New York Stock Exchange, the American Stock Exchange, the Chicago Mercantile Exchange and the Chicago Board of Trade.
Contact Information
Address
116 Park Street
London,Greater London W1K 6AP
United Kingdom
London,Greater London W1K 6AP
United Kingdom
Phone
+44 20 7491 9111
Web
www.efgam.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael D. Clulow | Portfolio Manager | 2010 | Now |
| Biography | Mike joined EFGAM in 2016 as a Senior Portfolio Manager with a sector focus on health care stocks, including pharmaceutical, medical device and health care service names. He has been an investment analyst since 1995 and previously covered this area for all Mazama Capital Management strategies for 13 years. Prior to Mazama, he was a Senior Analyst covering health care technology and pharmaceutical outsourcing stocks at UBS. Previously, he worked as a Healthcare Analyst at CIBC World Markets. Mike started his career as Corporate Lending Officer at PNC Bank. Mike holds an MBA Hons in Finance and Economics from New York University's Leonard N. Stern School of Business and a BSc in Finance from Miami University of Ohio. He received the Chartered Financial Analyst (CFA) designation in 2002. | ||
| Joel Rubenstein | Portfolio Manager | 2010 | Now |
| Biography | Joel Rubenstein is a portfolio manager on the small cap growth team at Voya Investment Management. Prior to joining Voya, he was a senior portfolio manager at EFG Asset Management, a portfolio manager on the small cap growth team at Mazama Capital Management and a research analyst at Banc of America Securities. Joel earned an MBA from the Anderson School of Management and a BA in economics from the University of California Los Angeles. | ||
| Chelsea Wiater | - | 2010 | Now |
| Biography | Chelsea joined EFGAM in 2016 and is a Portfolio Manager specializing in the research and analysis of consumer discretionary, consumer staples, and communication services stocks. Chelsea has held the roles of Senior Research Analyst and Research Analyst while at EFGAM. She started in the industry in 2009 with the investment team at Mazama Capital Management, where she held various roles including Research Analyst and Head Equities Trader, working closely with Mazama's PM’s and conducting research across several industry groups including industrials and consumer discretionary. Chelsea holds a MS in Finance from Portland State University where she was elected to the Phi Kappa Phi Honour Society, and a BSc in Business Administration & Marketing with an additional major in Spanish from Trinity University. | ||
| Timothy P. Butler | Equity Analyst | 2010 | 2023 |
| Biography | Tim joined EFGAM in 2016 as a Senior Portfolio Manager with sector focuses on financial services, financial technology, industrials and materials. He is a 26-year industry veteran who covered the aforementioned sectors for 13 years whilst at Mazama Capital Management. His previous role was at Pacific Crest Securities, where he was a Senior Research Analyst specialising in financial technology stocks. Prior to this, he worked at Stifel Financial as a Research Analyst focused on specialty finance companies. Before entering the securities industry, Tim was employed by a publicly traded Specialty Finance company where he handled investor relations, financial analysis and strategic planning. Tim holds an MBA from the University of Texas, graduating cum laude, and BA in Business Administration from Wichita State University, where he graduated summa cum laude and was elected to the Beta Gamma Sigma Honour Society. | ||
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