Profile
Jie Zhan is currently working as a Portfolio Manager at China Universal Asset Management Co., Ltd. since 2021.
Prior to this, Mr. Zhan worked as an Assistant Portfolio Manager at Hwabao WP Fund Management Co., Ltd.
Jie Zhan active positions
| Companies | Position | Start |
|---|---|---|
China Universal Asset Management Co., Ltd.
China Universal Asset Management Co., Ltd. Investment ManagersFinance CUAM is an active manager which aims to generate alpha over the medium- to long-term in a fast growing emerging market like China. They adopt a holistic approach to investing and employ in-depth, bottom-up fundamental research to identify winning stocks. They offers various China equity, fixed income and money market strategies through a wide range of investment vehicles including equity funds, index funds, hybrid funds, guaranteed funds, bond funds, money market funds and QDII (Qualified Domestic Institutional Investor) funds. | Portfolio Manager-Equities | 31/10/2021 |
Former positions of Jie Zhan
| Companies | Position | End |
|---|---|---|
Hwabao WP Fund Management Co., Ltd.
Hwabao WP Fund Management Co., Ltd. Investment ManagersFinance Hwabao FM is an active, long-term manager which follows a growth and value approach to invest in Chinese debt and equity across sectors and market caps. They measure growth by factors such as earnings or revenue and perform fundamental analysis of each issuer's financial condition, industry position, market and economic conditions to make investments. | Portfolio Manager-Equities | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Hwabao WP Fund Management Co., Ltd.
Hwabao WP Fund Management Co., Ltd. Investment ManagersFinance Hwabao FM is an active, long-term manager which follows a growth and value approach to invest in Chinese debt and equity across sectors and market caps. They measure growth by factors such as earnings or revenue and perform fundamental analysis of each issuer's financial condition, industry position, market and economic conditions to make investments. | Finance |
China Universal Asset Management Co., Ltd.
China Universal Asset Management Co., Ltd. Investment ManagersFinance CUAM is an active manager which aims to generate alpha over the medium- to long-term in a fast growing emerging market like China. They adopt a holistic approach to investing and employ in-depth, bottom-up fundamental research to identify winning stocks. They offers various China equity, fixed income and money market strategies through a wide range of investment vehicles including equity funds, index funds, hybrid funds, guaranteed funds, bond funds, money market funds and QDII (Qualified Domestic Institutional Investor) funds. | Finance |
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