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קבלו גישה לנתוני פרימיום: עד 50% הנחה על InvestingPro למימוש המבצע
24.88
-0.27
-1.07%
- דירוג Morningstar:
- סך נכסים: 530.86M
Oppenheimer Gold & Special Minerals Y
24.88
-0.27
-1.07%
- כללי
- גרף
- ניתוח טכני
- פורום
- סקירה
- פרופיל
- נתונים היסטוריים
- החזקות
OGMYX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת Invesco Gold & Special Minerals Fund Class Y. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של OGMYX – וכן מידע נוסף.
פרטי התקשרות
כתובת
11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States
Houston,TX 77046
United States
טלפון
(800) 659-1005
אינטרנט
www.invesco.com/us
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Shanquan Li | Senior Vice President | 1997 | עכשיו |
| ביוגרפיה | Mr. Li is primarily responsible for the day-to-day management of the Fund’s investments. Mr. Li has been a Vice President and portfolio manager of the Fund since July 1997.Mr. Li has been a Senior Vice President of the Sub-Adviser since June 2011. He was a Vice President of the Sub-Adviser from November 1998 to May 2011 and was an Assistant Vice President of the Sub-Adviser from January 1997 to November 1998.Li was a senior quantitative analyst in the Investment Management Policy Group of Brown Brothers Harriman before joining Oppenheimer Funds. Prior to that, he was a consultant for Acadian Asset Management, Inc. Before entering the investment business, Shanquan was associate director and senior researcher of the Development Research Center of the State Council, a think tank for the Chinese government. | ||
| Frank V. Jennings | Portfolio Manager | 1997 | 2000 |
| ביוגרפיה | Frank V. Jennings, PhD, Portfolio Manager, who has been associated with Invesco Advisers, Inc and/or its affiliates since 2019. Mr. Jennings has been a Senior Vice President since February 2006 and was a Vice President of OppenheimerFunds, Inc from September 1995 to January 2006. Before joining OppenheimerFunds in 1995, Frank was Managing Director of global equities for Paine Webber Mitchell Hutchins. At Paine Webber, he managed a global fund, a global growth and income fund, a global small-cap fund and a European growth fund. Prior to that, he was a Portfolio Manager with AIG Global Investors, a Senior International Economist for Prudential Insurance Company, and an Investment Strategist for Gulf and Occidental Investment Company in Geneva, Switzerland. | ||
| Diane L. Sobin | Senior Equity Portfolio Manager, Managing Director | 1995 | 1997 |
| ביוגרפיה | Ms. Sobin is a Managing Director and member of Tradition’s Investment Committee. As a portfolio manager, she leads the Environmental, Social, Governance and Female Focus strategies for the firm. Ms. Sobin has over three decades of investment management experience including seventeen years with Columbia Threadneedle Investments (a division of Ameriprise Financial) in both New York and London, where she was Senior Portfolio Manager, Executive Director and head of U.S. Equities. She was recognized as one of the top 100 Women in Finance in Europe in 2014 by European Financial News. Ms. Sobin has lead managed core equity, mid and small cap equities and dividend growth funds at Columbia Threadneedle, Zurich Scudder, JP Morgan (formerly Chase Manhattan) and Oppenheimer Funds. She holds a Chartered Financial Analyst designation and is a member of the CFA Society of New York. Ms. Sobin graduated from Pace University with a Bachelor of Business Administration in Finance. | ||
| James C. Ayer | Vice President | 1994 | 1995 |
| ביוגרפיה | Jim Ayer, CFA, serves as Portfolio Manager for Oppenheimer International Value Fund and related strategies. He returned to OppenheimerFunds in 2013 after working for the firm from 1992 to 1995 as a portfolio manager and research analyst on the Global Equity team. Prior to returning to OppenheimerFunds, Jim was a portfolio manager, general partner and Member of the Executive Management Committee at Tiedemann Investment Group where he founded the Tiedemann/Ayer Asian Growth Fund. He began his investment career as an international equities research analyst with Brown Brothers Harriman & Co. in 1988. Jim received a Bachelor of Arts degree from Yale University and a Master of Philosophy degree from Oxford University. Jim is a CFA charter holder. | ||
| William L. Wilby | Senior Vice President | 1992 | 1994 |
| ביוגרפיה | Wilby is senior vice president, senior investment officer, and portfolio manager with OppenheimerFunds, his employer since 1991. Previously, he was an international investment strategist at Brown Brothers Harriman & Co. and managing director and portfolio manager at AIG Global Investors. He has also served as an international financial economist both at Northern Trust Bank and at the Federal Reserve Bank of Chicago. Wilby holds the Chartered Financial Analyst designation. | ||
| Kenneth J. Oberman | - | 1988 | 1992 |
| ביוגרפיה | Died in 1992. | ||
| Milton W. Berg | credit Analyst, Manager | 1984 | 1988 |
| ביוגרפיה | Milton W. Berg, CFA 1978 -1984: First Investors Corp; credit analyst, manager of Natural Resources Fund, and Option Income Fund . 1984 -1987: Oppenheimer Capital Corp.; Fund Manager; the Gold and Special Minerals Fund, the Premium Income Fund, and the 90-10 Fund. All three funds were ranked #1 by Lipper in 1987. 1987: Managed the | ||
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