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William Yang
Gestionnaire de Portefeuille-Actions chez
F.L. Putnam Investment Management Co.
Profil
Mr. Wenjun Yang, CFA MBA, is a Principal & Portfolio Manager at F.L.
Putnam Investment Management Co. He is responsible for management of the firm’s Core International ADR Strategy.
Mr. Yang provides support to the firm-wide investment process, including fundamental and international research.
Mr. Yang has over 20 years’ experience in the international market investing.
Mr. Yang started his investment career in 2002 as a Financial Analyst for Shenying & Wanguo Security (based in Shanghai, China).
He then served as Portfolio Manager for Boston Private Wealth International ADR strategy from 2004 to 2016 and portfolio manager for River Road Asset Management International ADR and International Ordinary strategies from 2016 to 2024.
He received his undergraduate degree from Shanghai Jiao Tong University, a graduate degree from Shanghai Institute of Foreign Trade and an MBA from Texas Christian University.
Postes actifs de William Yang
| Sociétés | Poste | Début |
|---|---|---|
F.L. Putnam Investment Management Co.
 F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management is a global all-cap/core equity manager that employs growth at a reasonable price investment strategy and a combination of broad macroeconomic research and detailed security specific research coupled with a broad understanding of global economic, financial and market trends. The firm’s strategic asset allocation framework is diversified across global equity and fixed income markets. Their strategic weights provide a disciplined and long-term approach to portfolio construction over a market cycle of 3-5 years, while the tactical adjustments allow flexibility to reflect their assessment of investment opportunities in global financial markets over the next 12-18 months. The firm purchase securities of high-quality issuers when they are trading at attractive prices, with the expectation that they will be long-term investments. When selecting taxable or tax-exempt fixed-income securities, they generally concentrate on issuers whose obligations are rated investment grade (AAA, AA, A or BBB) by one of the independent rating agencies. F.L. Putnam Investment Management selects debt securities with final maturities (or call dates) that are no longer than ten years from the date of purchase. | Gestionnaire de Portefeuille-Actions | 01/02/2024 |
Anciens postes connus de William Yang
| Sociétés | Poste | Fin |
|---|---|---|
River Road Asset Management LLC
 River Road Asset Management LLC Investment ManagersFinance River Road employs a bottom-up, fundamentally driven investment approach called Absolute Value® which seeks to generate attractive, sustainable returns over the long-term, with an emphasis on minimizing downside portfolio risk. The firm employs a balanced approach to diversification and a structured sell discipline that seeks to reduce portfolio volatility and the risk of permanent loss of capital. | Gestionnaire de Portefeuille-Actions | 01/02/2024 |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Analyst-Equity | 01/01/2016 |
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Banyan Partners provides true customization for each client with an opportunistic investment philosophy and prudent risk management. They seek investment opportunities across a wide range of financial markets and securities. Banyan looks at the entire global financial market to find opportunities for clients. All portfolios are managed in-house. Banyan Partners specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. Their accounts are managed primarily on a discretionary basis. The firm also offers select specialty strategies that utilize no-load mutual funds and/or ETFs. | Analyst-Equity | 26/11/2014 |
Rushmore Investment Advisors, Inc.
 Rushmore Investment Advisors, Inc. Investment ManagersFinance Provides investment advice | Membre du Comité d'Investissement | 30/09/2013 |
Shenyin & Wanguo Securities Co., Ltd.
 Shenyin & Wanguo Securities Co., Ltd. Investment Banks/BrokersFinance Engages in investment banking and financial services | Corporate Officer/Principal | 01/08/2002 |
Formation de William Yang
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
36
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
F.L. Putnam Investment Management Co.
F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management is a global all-cap/core equity manager that employs growth at a reasonable price investment strategy and a combination of broad macroeconomic research and detailed security specific research coupled with a broad understanding of global economic, financial and market trends. The firm’s strategic asset allocation framework is diversified across global equity and fixed income markets. Their strategic weights provide a disciplined and long-term approach to portfolio construction over a market cycle of 3-5 years, while the tactical adjustments allow flexibility to reflect their assessment of investment opportunities in global financial markets over the next 12-18 months. The firm purchase securities of high-quality issuers when they are trading at attractive prices, with the expectation that they will be long-term investments. When selecting taxable or tax-exempt fixed-income securities, they generally concentrate on issuers whose obligations are rated investment grade (AAA, AA, A or BBB) by one of the independent rating agencies. F.L. Putnam Investment Management selects debt securities with final maturities (or call dates) that are no longer than ten years from the date of purchase. | Finance |
Rushmore Investment Advisors, Inc.
Rushmore Investment Advisors, Inc. Investment ManagersFinance Provides investment advice | Finance |
Shenyin & Wanguo Securities Co., Ltd.
Shenyin & Wanguo Securities Co., Ltd. Investment Banks/BrokersFinance Engages in investment banking and financial services | Finance |
Texas Christian University
 Texas Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
River Road Asset Management LLC
River Road Asset Management LLC Investment ManagersFinance River Road employs a bottom-up, fundamentally driven investment approach called Absolute Value® which seeks to generate attractive, sustainable returns over the long-term, with an emphasis on minimizing downside portfolio risk. The firm employs a balanced approach to diversification and a structured sell discipline that seeks to reduce portfolio volatility and the risk of permanent loss of capital. | Finance |
Shanghai Jiao Tong University
 Shanghai Jiao Tong University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Banyan Partners provides true customization for each client with an opportunistic investment philosophy and prudent risk management. They seek investment opportunities across a wide range of financial markets and securities. Banyan looks at the entire global financial market to find opportunities for clients. All portfolios are managed in-house. Banyan Partners specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. Their accounts are managed primarily on a discretionary basis. The firm also offers select specialty strategies that utilize no-load mutual funds and/or ETFs. | Finance |
Shanghai Institute of Foreign Trade
 Shanghai Institute of Foreign Trade Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Finance |
