Threadneedle American Extended Alpha Fund Institutional Accumulation GBP
|Alphabet Inc A||7.03 %|
|Berkshire Hathaway Inc B||6.52 %|
|Apple Inc||5.63 %|
|Microsoft Corp||5.62 %|
|Visa Inc Class A||5.36 %|
|JPMorgan Chase & Co||4.80 %|
|UnitedHealth Group Inc||4.48 %|
|Bank of America Corporation||4.26 %|
|PNC Financial Services Group Inc||4.02 %|
|Goldman Sachs Group Inc||3.86 %|
|United States||97.84 %|
|Financial Services||32.61 %|
|Communication Services||7.85 %|
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 also a published author whose work includes Short Selling: Finding Uncommon Short Ideas.
Ashish Kochar is a portfolio manager for the Threadneedle Global Extended Alpha, American Extended Alpha, American Absolute Alpha and American Select funds. He also is responsible for consumer sector research. Ashish joined the company in 2008 as a senior portfolio analyst within the US Equities team and subsequently joined the Global Equities team in 2010. He joined the company from a ‘Tiger Cub’ hedge fund and previously worked as an analyst for Merrill Lynch in New York. Ashish holds an MBA from Mason School of Business, The College of William and Mary.
Data provided by Morningstar.
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