Catherine Tong-Lee

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Finance

Consumer Services

Profile

Prior to joining Sparta Asset Management in April 2004, Ms. Tong-Lee spent 10 years at Edge Asset Management as an equity investment analyst.
There, she conducted in-depth equity research for The Principal Investor Funds of Principal Global Investors.
Prior to her experience at Edge, she worked at State Street Bank & Trust and SAFECO Mutual Funds.
Ms. Tong-Lee received a BA from Allegheny College in 1993 and a MBA from the University of Washington in 1998.
She is also a Chartered Financial Analyst.

Former positions of Catherine Tong-Lee

Companies	Position	End
Edge Asset Management, Inc. Edge Asset Management, Inc. Investment ManagersFinance Edge is a long-term investor that seeks to invest in outstanding businesses when they are mispriced due to company-specific issues or industry disruptions. Their investment process is characterized by deep fundamental, bottom-up research and a long-term investment horizon, and may be contrarian biased. The firm offers four equity strategies: Equity Income, SMID Equity Income, Concentrated Mid-Cap, and Capital Appreciation.	Analyst-Equity	2009-03-30
Safeco Corp. Asset Management Safeco Corp. Asset Management Investment ManagersFinance Safeco Corp. Asset Management is a large-cap investor in equities in the US and Europe. They invest heavily in the finance sector, but are not limited to that sector. The firm maintains a low turnover rate.	Corporate Officer/Principal	-
State Street Bank & Trust Co. State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms.	Corporate Officer/Principal	-
Sparta Asset Management LLC Sparta Asset Management LLC Investment ManagersFinance Sparta Asset Management employs a growth investment approach. The firm invests primarily in the stocks of US small-cap companies in the electronic technology, health technology and technology services sectors. the firm maintains a medium turnover rate	Analyst-Equity	-

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Private companies	6
State Street Bank & Trust Co. State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms.	Finance
Edge Asset Management, Inc. Edge Asset Management, Inc. Investment ManagersFinance Edge is a long-term investor that seeks to invest in outstanding businesses when they are mispriced due to company-specific issues or industry disruptions. Their investment process is characterized by deep fundamental, bottom-up research and a long-term investment horizon, and may be contrarian biased. The firm offers four equity strategies: Equity Income, SMID Equity Income, Concentrated Mid-Cap, and Capital Appreciation.	Finance
Sparta Asset Management LLC Sparta Asset Management LLC Investment ManagersFinance Sparta Asset Management employs a growth investment approach. The firm invests primarily in the stocks of US small-cap companies in the electronic technology, health technology and technology services sectors. the firm maintains a medium turnover rate	Finance
University of Washington University of Washington Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Allegheny College Allegheny College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Safeco Corp. Asset Management Safeco Corp. Asset Management Investment ManagersFinance Safeco Corp. Asset Management is a large-cap investor in equities in the US and Europe. They invest heavily in the finance sector, but are not limited to that sector. The firm maintains a low turnover rate.	Finance