Wayne Lin

Sales & Marketing at SURPLUSGLOBAL, INC.

Finance

Consumer Services

Distribution Services

Profile

Mr. Wayne Lin is a Managing Director & Portfolio Manager at Epoch Investment Partners, Inc. He is also a member of the global portfolio management team, primarily focused on Epoch’s product management and development capability, as well as investment risk analysis.
Prior to joining the firm in 2016, Mr. Lin was a portfolio manager at QS Investors and at Legg Mason Global Asset Allocation prior to its acquisition by QS.
At Legg Mason, he helped to create and manage several multi-asset class products, including target-date funds, a real asset strategy, and a downside risk mitigation strategy.
Prior to his career in Asset Management, he worked in Management Consulting and Commercial Banking.
He holds a BA in Economics from the University of Chicago and an MBA from Columbia Business School.

Wayne Lin active positions

Companies	Position	Start
SURPLUSGLOBAL, INC.	Sales & Marketing	02/09/2024
Epoch Investment Partners, Inc. Epoch Investment Partners, Inc. Investment ManagersFinance TD Epoch’s investment approach for equity strategies is based on bottom-up, fundamental research, seeking companies that can grow free cash flow and allocate it intelligently for the benefit of shareholders or have superior earnings growth. Their approach to portfolio construction for fixed income strategies is disciplined and focuses on sector allocation, yield curve analysis and credit quality.	Portfolio Manager-Equities	31/12/2015

All active positions of Wayne Lin

Former positions of Wayne Lin

Companies	Position	End
QS Investors LLC QS Investors LLC Investment ManagersFinance QSI’s portfolio construction process incorporates multiple levels of risk control. The firm optimizes portfolios using a multifactor risk model. All trades are reviewed by at least two portfolio managers for risk control purposes before they are released for execution.	Corporate Officer/Principal	30/12/2015
QS Legg Mason Global Asset Allocation LLC QS Legg Mason Global Asset Allocation LLC Investment ManagersFinance QS Legg Mason Global Asset Allocation's primary business is providing asset allocation and manager or fund selection advisory services to a variety of clients with multi-asset class portfolios. The firm's investment analysis method with respect to their provision of asset allocation and manager or fund selection advisory services generally involves fundamental analysis with an awareness of market behavior. This fundamental analysis also includes a proprietary analysis of macroeconomic factors and their relationships with equity earnings, equity valuations, interest rates, fixed income valuations, monetary policy, and economic growth. Such fundamental analysis is viewed within a context of current market conditions (i.e., price movement, fund flows and overall market sentiment).	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Epoch Investment Partners, Inc. Epoch Investment Partners, Inc. Investment ManagersFinance TD Epoch’s investment approach for equity strategies is based on bottom-up, fundamental research, seeking companies that can grow free cash flow and allocate it intelligently for the benefit of shareholders or have superior earnings growth. Their approach to portfolio construction for fixed income strategies is disciplined and focuses on sector allocation, yield curve analysis and credit quality.	Finance
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
QS Legg Mason Global Asset Allocation LLC QS Legg Mason Global Asset Allocation LLC Investment ManagersFinance QS Legg Mason Global Asset Allocation's primary business is providing asset allocation and manager or fund selection advisory services to a variety of clients with multi-asset class portfolios. The firm's investment analysis method with respect to their provision of asset allocation and manager or fund selection advisory services generally involves fundamental analysis with an awareness of market behavior. This fundamental analysis also includes a proprietary analysis of macroeconomic factors and their relationships with equity earnings, equity valuations, interest rates, fixed income valuations, monetary policy, and economic growth. Such fundamental analysis is viewed within a context of current market conditions (i.e., price movement, fund flows and overall market sentiment).	Finance
SurplusGLOBAL, Inc. SurplusGLOBAL, Inc. Electronics DistributorsDistribution Services Engages in the sale of semiconductor equipment	Distribution Services
QS Investors LLC QS Investors LLC Investment ManagersFinance QSI’s portfolio construction process incorporates multiple levels of risk control. The firm optimizes portfolios using a multifactor risk model. All trades are reviewed by at least two portfolio managers for risk control purposes before they are released for execution.	Finance
Columbia Business School Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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