Profil
Mr. Simon T.
Wong, CFA MBA, is a Research Analyst at Gabelli Funds LLC.
He covers the energy sector.
Mr. Wong began his investment career at G.research (formerly Gabelli & Company) in 1997 as a specialty chemical analyst and subsequently became a generalist at Olstein Funds (now Olstein Capital Management), Lucid Asset Management, and Boyar Asset Management.
He graduated from UCLA with a B.A. in Economics and received an M.B.A. in Finance from Columbia Business School.
Postes actifs de Simon Tze-Kiang Wong
| Sociétés | Poste | Début |
|---|---|---|
Gabelli Funds LLC
Gabelli Funds LLC Investment ManagersFinance Gabelli Funds' approach to security analysis includes among other things fundamental research, industry research, personal visits with management and company published data. They also use data published in the financial media. Their portfolio managers may also make use of third party sell-side brokerage research. | Analyst-Equity | 01/05/2021 |
Anciens postes connus de Simon Tze-Kiang Wong
| Sociétés | Poste | Fin |
|---|---|---|
G.research LLC
G.research LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/05/2021 |
Boyar Asset Management, Inc.
Boyar Asset Management, Inc. Investment ManagersFinance Boyar primarily utilizes a fundamental approach to security analysis and portfolio management. The firm also considers current yield, price, earnings and dividend growth potential, and economic, political and sociological factors in its analysis. They seek to invest in companies that are generally trading below their intrinsic worth, which is defined as the estimated current worth of a company that would accrue to its stockholders in the event of either (i) the liquidation of the company's assets upon the termination of operations or (ii) the merger, consolidation or sale of the company. | Gestionnaire de Portefeuille-Actions | 31/10/2013 |
Olstein Capital Management LP
Olstein Capital Management LP Investment ManagersFinance OCM primarily manages domestic equity securities for their clients. The firm follows an accounting-driven, value-oriented investing approach that emphasizes an intensive, in-depth analysis of a company’s financial statements and other public filings. Their approach emphasizes investments in companies with discernible financial strength, a high quality of earnings and an ability to produce excess free cash flow (after capital expenditures and working capital needs) that they believe are selling at a significant discount to their private market value. | Analyst-Equity | 30/04/2005 |
G.research LLC
G.research LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/05/2002 |
Formation de Simon Tze-Kiang Wong
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Boyar Asset Management, Inc.
Boyar Asset Management, Inc. Investment ManagersFinance Boyar primarily utilizes a fundamental approach to security analysis and portfolio management. The firm also considers current yield, price, earnings and dividend growth potential, and economic, political and sociological factors in its analysis. They seek to invest in companies that are generally trading below their intrinsic worth, which is defined as the estimated current worth of a company that would accrue to its stockholders in the event of either (i) the liquidation of the company's assets upon the termination of operations or (ii) the merger, consolidation or sale of the company. | Finance |
Olstein Capital Management LP
Olstein Capital Management LP Investment ManagersFinance OCM primarily manages domestic equity securities for their clients. The firm follows an accounting-driven, value-oriented investing approach that emphasizes an intensive, in-depth analysis of a company’s financial statements and other public filings. Their approach emphasizes investments in companies with discernible financial strength, a high quality of earnings and an ability to produce excess free cash flow (after capital expenditures and working capital needs) that they believe are selling at a significant discount to their private market value. | Finance |
Gabelli Funds LLC
Gabelli Funds LLC Investment ManagersFinance Gabelli Funds' approach to security analysis includes among other things fundamental research, industry research, personal visits with management and company published data. They also use data published in the financial media. Their portfolio managers may also make use of third party sell-side brokerage research. | Finance |
G.research LLC
G.research LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of California, Los Angeles
University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Columbia Business School
Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















