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The two lead managers of the RCM Technology Trust – Walter Price and Huachen Chen – have run the US-based Allianz RCM Global Technology Fund since its inception in 1995. We believe their long tenure (totalling 54 years with RCM), combined with their wealth of experience, gives them a high level of understanding in a constantly evolving sector.
RCM, the specialist global equity company within Allianz Global Investors, manages the portfolio of the RCM Technology Trust. Organised on a global basis, RCM has offices strategically located in the US, Europe and Asia, where bottom-up research is used to identify investment opportunities by our global research platform of sector-based career analysts. This investment philosophy was founded in the 1970s and continues to be the cornerstone of RCM’s process today.
Walter Price, Jr
CFA, Managing Director, Senior Analyst, Portfolio Manager
Walter received his BS with Honors in electrical engineering from M.I.T. and his BS and MS in management from the Sloan School at M.I.T. In 1971 he joined Colonial Management, an investment advisory firm in Boston, where he became a senior analyst responsible for the chemical industry and the technology area. He joined RCM in 1974 as a senior securities analyst in technology and became a principal in 1978. Since 1985, he has had increasing portfolio responsibility for technology stocks and has managed many technology portfolios. Walter is a current Director and past president of the M.I.T. Club of Northern California. He also heads the Educational Council for M.I.T. in the Bay Area and is a past Chairman of the AIMR Committee on Corporate Reporting for the computer and electronics industries.
Huachen Chen
CFA, Senior Portfolio Manager
Huachen joined RCM in 1984. He covers many sectors within technology, as well as the electrical equipment and multi-industry areas. Since 1990, he has had extensive portfolio responsibilities for technology and capital goods stocks and has managed U.S. and Global portfolios across all capitalization together with Walter Price. In 1994 Huachen became a principal of RCM. Prior to RCM, he worked for Intel Corporation from 1980 to 1983, where he had responsibilities for semiconductor process engineering. He received his BS in Materials Science and Engineering from Cornell University, MS in Materials Science and Engineering from Northwestern University, and MBA from the University of California, Berkeley.
The lead managers are supported by a team of 7 specialist technology analysts, plus the global resources of RCM.
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