![Julia Zhu](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>)
Profil
Ms. Julia Zhu, CFA MBA, is a Senior Vice President at NorthCoast Asset Management LLC.
She joined in the Portfolio Management and Research group in 2013.
Ms. Zhu worked as a Vice President at Research Affiliates, LLC, where she was responsible for quantitative research in both equity strategies (RAFI Fundamental Index strategies) and global tactical asset allocation products (All Asset Fund).
Prior to that, Ms. Zhu worked as an Associate in First Quadrant, LP and conducted research projects on GTAA and tactical currency allocation products.
Ms. Zhu earned her Master of Economics from Yale University and MBA with concentration in Finance from University of Southern California.
She also holds a Bachelor’s Degree in Economics from the Institute of International Relations from Beijing, China.
She is a CFA charterholder and a certified Financial Risk Manager.
Postes actifs de Julia Zhu
| Sociétés | Poste | Début |
|---|---|---|
NorthCoast Asset Management LLC
 NorthCoast Asset Management LLC Investment ManagersFinance NorthCoast specializes in providing portfolio management services to clients via separately managed accounts and a mutual fund through the use of quantitative analysis and systematic investing. The firm believes that a thoroughly researched and repeatable investment process rooted in common sense will outperform over time. They seek to create alpha though a combination of variable market exposure and stock selection, by investing primarily in common equity instruments, while attempting to minimize risks. | Analyst-Equity | 01/01/2013 |
Anciens postes connus de Julia Zhu
| Sociétés | Poste | Fin |
|---|---|---|
First Quadrant LLC
 First Quadrant LLC Investment ManagersFinance First Quadrant specializes in alternative approaches to global investing. The firm offers an array of investment solutions in the following areas: macro, currency, commodities, equity market neutral, long/short equities, multi-asset, tax management, tail-risk management and inflation protection. They employ a centralized team-based approach to the traditional functions of investment research, portfolio management, and implementation. Their security analysis and overall investment management process is both fundamental and systematic. | Corporate Officer/Principal | - |
Research Affiliates LLC
 Research Affiliates LLC Investment ManagersFinance Research Affiliates offers various investment strategies which based on their proprietary research which has shown that an index based on market capitalization tends to overweight overvalued stocks and underweight undervalued stocks, resulting in a performance drag. | Analyst-Equity | - |
Formation de Julia Zhu
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
First Quadrant LLC
First Quadrant LLC Investment ManagersFinance First Quadrant specializes in alternative approaches to global investing. The firm offers an array of investment solutions in the following areas: macro, currency, commodities, equity market neutral, long/short equities, multi-asset, tax management, tail-risk management and inflation protection. They employ a centralized team-based approach to the traditional functions of investment research, portfolio management, and implementation. Their security analysis and overall investment management process is both fundamental and systematic. | Finance |
Research Affiliates LLC
Research Affiliates LLC Investment ManagersFinance Research Affiliates offers various investment strategies which based on their proprietary research which has shown that an index based on market capitalization tends to overweight overvalued stocks and underweight undervalued stocks, resulting in a performance drag. | Finance |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Yale University
 Yale University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of International Relations
 University of International Relations Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
NorthCoast Asset Management LLC
NorthCoast Asset Management LLC Investment ManagersFinance NorthCoast specializes in providing portfolio management services to clients via separately managed accounts and a mutual fund through the use of quantitative analysis and systematic investing. The firm believes that a thoroughly researched and repeatable investment process rooted in common sense will outperform over time. They seek to create alpha though a combination of variable market exposure and stock selection, by investing primarily in common equity instruments, while attempting to minimize risks. | Finance |
