Kai Pan

Portfolio Manager-Equities at

Wasatch Advisors LP

Finance

Consumer Services

Profile

Dr. Kai Pan is an Associate Portfolio Manager at Wasatch Advisors LP.
He joined Wasatch Global Investors in 2019 as a Senior Analyst focused on emerging markets and has over 21 Years of Industry Experience.
Prior to joining Wasatch, Dr. Pan was a sell-side analyst for nine years at Morgan Stanley covering property-and-casualty insurance companies, including Berkshire Hathaway.
From 2004 to 2009, he was a buy-side analyst at New York City-based Stadia Capital, a long/short equity fund that was part of FrontPoint Partners and Morgan Stanley Investment Management.
Before his investment career, he spent five years in Silicon Valley at a start-up company, modeling natural-catastrophe risks.
He received Bachelor’s degrees in Civil and Environmental Engineering from Tsinghua University in Beijing, Master’s and PhD degrees in Structural Engineering from Johns Hopkins University in Baltimore and a Master of Business Administration from New York University Stern School of Business.

Kai Pan active positions

Companies	Position	Start
Wasatch Advisors LP Wasatch Advisors LP Investment ManagersFinance Wasatch develops a fundamental, bottom-up research method that focuses on the long-term growth potential of companies and finding market inefficiencies. The firm initially focused on investing in the stocks of companies with small market capitalizations, and over time has organically evolved into additional asset classes. They select investments for clients based solely on investment considerations, including whether the investments are suitable for the client and consistent with the client’s investment objectives and guidelines.	Portfolio Manager-Equities	2019-03-31

All active positions of Kai Pan

Former positions of Kai Pan

Companies	Position	End
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2019-03-31
Stadia Capital LLC Stadia Capital LLC Financial ConglomeratesFinance SC uses fundamental, in-house research to select U.S. multi-cap stocks primarily in the financial and retail sectors.	Analyst-Equity	2006-12-30
FrontPoint Partners LP FrontPoint Partners LP Investment ManagersFinance FrontPoint Partners employs a variety of hedging strategies including absolute return, multi-strategy, quantitative equity arbitrage, distressed securities, global fixed-income relative value, convertible arbitrage, long/short equity, market neutral, global emerging markets, and quantitative macro. They use fundamental analysis with a bottom-up stock selection approach. In general, the firm invests in the stocks of US companies in the technology services, utilities, industrial services healthcare technology, energy minerals and finance sectors. They invest across all market-caps, with emphasis on the stocks of large-cap companies. FrontPoint Partners maintains a very high turnover rate	Analyst-Equity	-

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Training of Kai Pan

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Linked companies

Private companies	7
Wasatch Advisors LP Wasatch Advisors LP Investment ManagersFinance Wasatch develops a fundamental, bottom-up research method that focuses on the long-term growth potential of companies and finding market inefficiencies. The firm initially focused on investing in the stocks of companies with small market capitalizations, and over time has organically evolved into additional asset classes. They select investments for clients based solely on investment considerations, including whether the investments are suitable for the client and consistent with the client’s investment objectives and guidelines.	Finance
FrontPoint Partners LP FrontPoint Partners LP Investment ManagersFinance FrontPoint Partners employs a variety of hedging strategies including absolute return, multi-strategy, quantitative equity arbitrage, distressed securities, global fixed-income relative value, convertible arbitrage, long/short equity, market neutral, global emerging markets, and quantitative macro. They use fundamental analysis with a bottom-up stock selection approach. In general, the firm invests in the stocks of US companies in the technology services, utilities, industrial services healthcare technology, energy minerals and finance sectors. They invest across all market-caps, with emphasis on the stocks of large-cap companies. FrontPoint Partners maintains a very high turnover rate	Finance
Stadia Capital LLC Stadia Capital LLC Financial ConglomeratesFinance SC uses fundamental, in-house research to select U.S. multi-cap stocks primarily in the financial and retail sectors.	Finance
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
The Johns Hopkins University The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Tsinghua University Tsinghua University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Leonard N Stern School of Business The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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