![Peter T. Wen](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>)
Peter T. Wen
Analyst-Equity chez
Schroder Investment Management North America, Inc.
Profil
Mr. Peter T.
Wen is an Equity Analyst at Schroder Investment Management North America, Inc.
Mr. Wen was a Director & Health Care Sector Analyst at Angelo Gorgon Asset Management from 2004 to 2009, which involved analyzing and investing in all health care sub-sectors.
He was an Analyst/Portfolio Manager at Warburg Pincus Global Health Services Fund from 1999 to 2004, which involved investing in all sub-sectors across the market capitalization spectrum.
He was a Health Care Research Analyst at Lynch & Mayer from 1994 to 1999, which involved providing investment recommendations of health care companies for mid and large cap portfolios.
He received his MBA from The Wharton School, University of Pennsylvania and BA in Biology from Harvard University.
Postes actifs de Peter T. Wen
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/10/2010 |
Anciens postes connus de Peter T. Wen
| Sociétés | Poste | Fin |
|---|---|---|
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 | 31/01/2009 |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance CSAM aims to drive long-term performance and positive impact beyond returns. | Gestionnaire de Portefeuille-Actions | 20/04/2005 |
Lynch & Mayer, Inc.
 Lynch & Mayer, Inc. Investment ManagersFinance Provides investment advice services | Corporate Officer/Principal | - |
Formation de Peter T. Wen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
