![Winnie Kwan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Winnie Kwan
Gestionnaire de Portefeuille-Actions chez
Capital International, Inc. (Hong Kong)
Finance
Profil
Ms. Winnie Kwan, CFA, is a Portfolio Manager at Capital International, Inc. She has 23 years of investment experience and has been with Capital Group for 20 years.
Earlier in her career, as an equity investment analyst at Capital, she covered global exchanges, Asian utilities and small-cap companies.
Prior to joining Capital, she worked with Morgan Stanley in London, Hong Kong and Singapore.
She holds both master’s and bachelor’s degrees in economics from Trinity College at the University of Cambridge.
She also holds the Chartered Financial Analyst designation.
Postes actifs de Winnie Kwan
| Sociétés | Poste | Début |
|---|---|---|
Capital International, Inc. (Hong Kong)
 Capital International, Inc. (Hong Kong) Investment ManagersFinance CII HK is an active, research and conviction-based manager which utilizes The Capital System investment process to deliver superior long-term results. They believe that research is fundamental to sound investment decisions and their teams of analysts regularly gather first-hand information on markets and companies globally. | Gestionnaire de Portefeuille-Actions | 01/07/2014 |
Anciens postes connus de Winnie Kwan
| Sociétés | Poste | Fin |
|---|---|---|
Capital Research Co.
 Capital Research Co. Investment ManagersFinance CR-HK is a long-term, research-oriented manager which focuses on Asian markets while working in close relationship with other Capital Research companies worldwide to share research. They perform detailed analyses on potential investment opportunities, constructing portfolios using a bottom-up approach. The cornerstone of the firm's investment philosophy is the idea of multiple insights. Mutual funds are divided into compartments. Each compartment is managed independently by an investment team, as a relatively concentrated portfolio. Coordinated by a committee, the overall process blends individual convictions and team approach. The resulting portfolios tend to be focused. Investment and research functions are not strictly separated. The firm's portfolio managers are generalists who invest in a variety of industries, while the analysts cover investments in sectors where they have specialist expertise. | Analyst-Equity | 01/07/2014 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Capital Research Co.
Capital Research Co. Investment ManagersFinance CR-HK is a long-term, research-oriented manager which focuses on Asian markets while working in close relationship with other Capital Research companies worldwide to share research. They perform detailed analyses on potential investment opportunities, constructing portfolios using a bottom-up approach. The cornerstone of the firm's investment philosophy is the idea of multiple insights. Mutual funds are divided into compartments. Each compartment is managed independently by an investment team, as a relatively concentrated portfolio. Coordinated by a committee, the overall process blends individual convictions and team approach. The resulting portfolios tend to be focused. Investment and research functions are not strictly separated. The firm's portfolio managers are generalists who invest in a variety of industries, while the analysts cover investments in sectors where they have specialist expertise. | Finance |
Capital International, Inc. (Hong Kong)
Capital International, Inc. (Hong Kong) Investment ManagersFinance CII HK is an active, research and conviction-based manager which utilizes The Capital System investment process to deliver superior long-term results. They believe that research is fundamental to sound investment decisions and their teams of analysts regularly gather first-hand information on markets and companies globally. | Finance |
