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Vontobel Fund - Us Equity N Usd (0P0000Y7VE)
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18/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 2.17B
Type:
Fund
Market:
Luxembourg
Issuer:
Vontobel Asset Management S.A.
ISIN:
LU0897674072
Asset Class:
Equity
Vontobel Fund - US Equity N
405.380
+1.020
+0.25%
- Overview
- Profile
- Historical Data
- Holdings
0P0000Y7VE Overview
On this page you'll find an in-depth profile of Vontobel Fund - Us Equity N Usd. Learn about the key management, total assets, investment strategy and contact information of 0P0000Y7VE among other information.
Investment Strategy
The Sub-Fund aims to achieve the highest possible capital growth in USD. While respecting the principle of risk diversification, the Sub-Fund's assets are invested mainly in equities, equity-like transferable securities, including real estate equities and closed-ended real estate investment trusts, participation certificates, depositary receipts such as American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs) and European Depositary Receipts (EDRs), etc. issued by companies based in the US and/or which conduct the majority of their business in the US.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Chul Chang | Director | 2020 | Now |
| Biography | Chul Chang has been a Quantitative Risk Analyst for the Quality Growth Boutique since April 2009 and a Portfolio Manager since June 2020. He joined Vontobel Asset Management in 2009 as a Senior Quantitative Analyst. In addition to his quantitative analysis responsibilities, he is also on the Risk Management Team and works as a Senior Research Analyst. He continues to conduct research analysis on individual stocks which may be included in the firm’s other strategies, primarily focusing on the Materials, Information Technology, Industrials, and Energy sectors. He expanded his role in June 2020, becoming a Portfolio Manager on the firm’s U.S. Equity strategy. Prior to joining Vontobel Asset Management, from 2003 to 2009 Chul Chang was a Director in Investment Services at AG Asset Management. He began his financial career in 2000 at Alliance Bernstein where he worked in relationship management until 2003. He received a Master of Business Administration from Columbia University and a Bachelor of Science in Applied Economics from Cornell University in New York. Chul Chang is a CFA® charterholder. | ||
| Edwin D. Walczak | Portfolio Manager | 2015 | Now |
| Biography | Edwin Walczak has been a Portfolio Manager and Senior Research Analyst for Vontobel’s Quality Growth Boutique since July 1988. He has held a management position on the firm’s U.S. Equity strategy since its inception. In addition to his portfolio management responsibilities, he continues to conduct research analysis on individual stocks which may be included in the firm’s other strategies, primarily focusing on companies in the Industrials, Financials, Consumer Discretionary, and Consumer Staples sectors. Prior to joining Vontobel Asset Management, from 1984 to 1988, Edwin Walczak worked as an Institutional Portfolio Manager at Lazard Frères Asset Management. From 1982 to 1984, he was an Institutional Relationship Manager at Sanford C. Bernstein & Co. He began his financial career in 1978 at the Ford Motor Company in Dearborn, Michigan and General Motors Corporation, New York, where he held successive positions as a Financial Analyst until 1982. Edwin Walczak received a Master of Business Administration in Finance and a Master of Arts in International Politics and Economics from Columbia University, and was an International Fellow in Columbia Graduate School in New York. In addition, he received a Bachelor of Arts (Phi Beta Kappa) in Government from Colby College in Maine. | ||
| Matthew Benkendorf | CIO (Chief Investment Officer) | 2013 | Now |
| Biography | "Matthew Benkendorf has been Chief Investment Officer of Vontobel’s Quality Growth Boutique since March 2016 and was a co-architect of Vontobel’s quality growth philosophy and style. He joined Vontobel Asset Management in 1999 in trade support and was promoted to Trader in 2000. He became a Research Analyst in 2002 and moved into portfolio management in 2006 on the firm’s European Equity strategy. Since 2008, he has further developed his responsibilities and, in turn, became Portfolio Manager on the Global, US, International, and Emerging Markets Equity strategies. | ||
| Edwin D. Walczak | Portfolio Manager | 2013 | 2015 |
| Biography | Edwin Walczak has been a Portfolio Manager and Senior Research Analyst for Vontobel’s Quality Growth Boutique since July 1988. He has held a management position on the firm’s U.S. Equity strategy since its inception. In addition to his portfolio management responsibilities, he continues to conduct research analysis on individual stocks which may be included in the firm’s other strategies, primarily focusing on companies in the Industrials, Financials, Consumer Discretionary, and Consumer Staples sectors. Prior to joining Vontobel Asset Management, from 1984 to 1988, Edwin Walczak worked as an Institutional Portfolio Manager at Lazard Frères Asset Management. From 1982 to 1984, he was an Institutional Relationship Manager at Sanford C. Bernstein & Co. He began his financial career in 1978 at the Ford Motor Company in Dearborn, Michigan and General Motors Corporation, New York, where he held successive positions as a Financial Analyst until 1982. Edwin Walczak received a Master of Business Administration in Finance and a Master of Arts in International Politics and Economics from Columbia University, and was an International Fellow in Columbia Graduate School in New York. In addition, he received a Bachelor of Arts (Phi Beta Kappa) in Government from Colby College in Maine. | ||
| Management Team | - | 1991 | 2015 |
| Biography | Team Managed | ||
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