Peter Wen

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Consumer Services

Profile

Mr. Peter T.
Wen was previously employed as an Equity Analyst by Schroder Investment Management North America, Inc., a Vice President by Credit Suisse Asset Management LLC, and a Principal by Lynch & Mayer, Inc. He also served on the board at AG Asset Management LLC.
He received his undergraduate degree from Harvard University and an MBA from the University of Pennsylvania.

Former positions of Peter Wen

Companies	Position	End
Schroder Investment Management North America, Inc. Schroder Investment Management North America, Inc. Investment ManagersFinance SIMNA manages assets for domestic and foreign clients in strategies focusing on US equity and US fixed income securities, including US tax-exempt securities. The firm also markets strategies focusing on non-US equity and fixed income securities, as well as multi asset, quantitative and alternative strategies.	Analyst-Equity	30/09/2025
AG Asset Management LLC AG Asset Management LLC Investment ManagersFinance AGAM utilizes growth, core and specialty strategies. Their growth strategy is committed to long-term growth. They identify fundamentally strong and dynamic growth companies trading at a discount to their growth rates. The firm finds profitable investment opportunities and long-term returns by combining comprehensive, fundamental research, growth themes, risk controls and fundamental stock-picking. Portfolio construction consists of careful qualitative and quantitative analysis overseen by each strategy's lead portfolio manager. AGAM's core strategy asserts that small- and mid-cap markets are inefficient. They exploit this inefficiency with intense fundamental research and bottom-up stock-picking. The firm employs a relative value approach aimed to identify companies at the low end of their valuation range when compared to similar companies and the market overall. AGAM's objective is to achieve excess return of 3-5% over market cycles with less risk than the benchmark. They seek to deliver competitive returns in strong markets due to the undervalued earnings power of portfolio companies and superior performance in weak markets due to their quality and valuation discipline. AGAM has developed specialty strategies to extend our research edge beyond growth and core portfolios. Through these specialty strategies, they achieve specific and well-focused client goals. As with the growth and core strategies, the firm deploys intensive fundamental research, a disciplined investment process and a rigorous risk management oversight.	Analyst-Equity	30/01/2009
Credit Suisse Asset Management LLC Credit Suisse Asset Management LLC Investment ManagersFinance CSAM aims to drive long-term performance and positive impact beyond returns.	Portfolio Manager-Equities	19/04/2005
Lynch & Mayer, Inc. Lynch & Mayer, Inc. Investment ManagersFinance Provides investment advice services	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Lynch & Mayer, Inc. Lynch & Mayer, Inc. Investment ManagersFinance Provides investment advice services	Finance
Schroder Investment Management North America, Inc. Schroder Investment Management North America, Inc. Investment ManagersFinance SIMNA manages assets for domestic and foreign clients in strategies focusing on US equity and US fixed income securities, including US tax-exempt securities. The firm also markets strategies focusing on non-US equity and fixed income securities, as well as multi asset, quantitative and alternative strategies.	Finance
Credit Suisse Asset Management LLC Credit Suisse Asset Management LLC Investment ManagersFinance CSAM aims to drive long-term performance and positive impact beyond returns.	Finance
AG Asset Management LLC AG Asset Management LLC Investment ManagersFinance AGAM utilizes growth, core and specialty strategies. Their growth strategy is committed to long-term growth. They identify fundamentally strong and dynamic growth companies trading at a discount to their growth rates. The firm finds profitable investment opportunities and long-term returns by combining comprehensive, fundamental research, growth themes, risk controls and fundamental stock-picking. Portfolio construction consists of careful qualitative and quantitative analysis overseen by each strategy's lead portfolio manager. AGAM's core strategy asserts that small- and mid-cap markets are inefficient. They exploit this inefficiency with intense fundamental research and bottom-up stock-picking. The firm employs a relative value approach aimed to identify companies at the low end of their valuation range when compared to similar companies and the market overall. AGAM's objective is to achieve excess return of 3-5% over market cycles with less risk than the benchmark. They seek to deliver competitive returns in strong markets due to the undervalued earnings power of portfolio companies and superior performance in weak markets due to their quality and valuation discipline. AGAM has developed specialty strategies to extend our research edge beyond growth and core portfolios. Through these specialty strategies, they achieve specific and well-focused client goals. As with the growth and core strategies, the firm deploys intensive fundamental research, a disciplined investment process and a rigorous risk management oversight.	Finance
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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