Seven Bryant Park
19th Floor
New York, NY 10018
United States
212-641-3800
https://www.swzfund.com
版塊: Financial Services
行業: Asset Management
全職員工:
名稱 | 頭銜 | 支付 | 行使價 | 出生年份 |
---|---|---|---|---|
Mr. Frederick Skillin | Portfolio Manager | 無 | 無 | 無 |
Mr. Stephen M. DeTore | Portfolio Manager | 無 | 無 | 無 |
The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.
截至 無 止,The Swiss Helvetia Fund Inc. 的 ISS 管治質素評分為 無。 Pillar 分數正在審核中:無;董事會:無;股東權利:無;現金賠償:無。