Tam Phan

Analyst-Equity at

Lizard Investors LLC

Consumer Services

Finance

Profile

Mr. Tam Phan, CFA MBA, is a Research Analyst at Lizard Investors LLC.
He joined Lizard Investors in 2017.
Formerly, Mr. Phan served as a Senior Investment Performance Analyst at the Northern Trust Co. between 2010 and 2015.
In that capacity, he audited investment data and conducted manager due diligence on behalf of institutional clients.
He holds an M.B.A. from the University Of Chicago Booth School Of Business and a BA in Accounting, Finance and International Business, magna cum laude from Loyola University.
Mr. Phan obtained his CFA designation in 2016 and is a Registered CPA.

Tam Phan active positions

Companies	Position	Start
Lizard Investors LLC Lizard Investors LLC Investment ManagersFinance Lizard employs a value-oriented, bottom-up investment approach to identify international small- to mid-cap companies they believe are reasonably priced relative to their growth potential using independent analysis and research to generate ideas. The firm follows a patient, concentrated, value approach focused on generating exceptional returns while protecting capital over the market cycle.	Analyst-Equity	31/12/2016

All active positions of Tam Phan

Former positions of Tam Phan

Companies	Position	End
Northern Trust Co. (Research) Northern Trust Co. (Research) Investment ManagersFinance Provides investment research	Corporate Officer/Principal	31/12/2014

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Training of Tam Phan

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Linked companies

Private companies	4
Loyola University New Orleans Loyola University New Orleans Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Lizard Investors LLC Lizard Investors LLC Investment ManagersFinance Lizard employs a value-oriented, bottom-up investment approach to identify international small- to mid-cap companies they believe are reasonably priced relative to their growth potential using independent analysis and research to generate ideas. The firm follows a patient, concentrated, value approach focused on generating exceptional returns while protecting capital over the market cycle.	Finance
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Northern Trust Co. (Research) Northern Trust Co. (Research) Investment ManagersFinance Provides investment research	Finance

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