Ted Chang

Analyst-Equity at

Conestoga Capital Advisors LLC

Finance

Consumer Services

Miscellaneous

Profile

Mr. Ted Chang, CFA MBA, is a Partner, Assistant Portfolio Manager & Research Analyst at Conestoga Capital Advisors LLC.
He joined Conestoga in June 2020 as an Assistant Portfolio Manager for the firm’s Mid Cap Growth strategy and became Co-Portfolio Manager at the beginning of 2021.
He also serves as a Research Analyst, researching and qualifying investment ideas for Conestoga’s Small, SMid and Mid Cap Growth products.
He became a partner in 2023.
Prior to Conestoga, Mr. Chang was a Portfolio Manager and Managing Director at Thornburg Investment Management.
At Thornburg, he was Co-Portfolio Manager for their Core Growth Fund (THIGX) and All Cap Growth strategies.
Prior to joining Thornburg, he served as a Research Analyst at 300 North Capital covering domestic industrials and materials stocks.
Before joining 300 North Capital, he held positions with Zurich Financial Services and QuinStreet.
He holds an MBA from the University of Southern California’s Marshall School of Business and graduated from the University of California, Los Angeles, with a BA in Political Science.

Ted Chang active positions

Companies	Position	Start
Conestoga Capital Advisors LLC Conestoga Capital Advisors LLC Investment ManagersFinance CCA focuses on high-quality businesses that have the potential to generate superior returns by focusing their extensive research efforts on Micro, Small, SMid, and Mid-Cap Growth Equity strategies. The firm seeks to invest in companies which they believe have sustainable earnings growth and strong balance sheets. They have a long-term investment horizon which typically results in a low turnover rate of 20-30%.	Analyst-Equity	2020-05-31

All active positions of Ted Chang

Former positions of Ted Chang

Companies	Position	End
Thornburg Investment Management, Inc. Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg actively manages high-conviction portfolios for consistent risk-adjusted outperformance through objective observation and systematic analysis of the global markets. Their equity funds focus on a limited number of securities so that each holding can impact performance. Thornburg's equity team searches for firms that are believed to have a promising future and they seek to buy shares of those companies at a discount to their intrinsic value. On the fixed-income side, the firm conducts fundamental, bottom-up research to identify bonds they believe provide the best return for a given level of risk.	Portfolio Manager-Equities	2020-05-31
Zurich Financial Services /Javelin Fund Business/ Zurich Financial Services /Javelin Fund Business/ Investment Trusts/Mutual FundsMiscellaneous Provides fund management services	Corporate Officer/Principal	-
300 North Capital LLC 300 North Capital LLC Investment ManagersFinance 300 North Capital (300NC) specializes in long-only small-cap, small to mid-cap (SMID) and mid-cap growth equity strategies. The firm also manages accounts and funds with a global macro strategy. 300NC’s investment approach for small cap, mid-cap, and SMID-cap strategies focuses primarily on fundamental, bottom-up research. In addition, they overlay a top-down strategic outlook. Their equity universe consists of U.S. companies, ADRs, and relevant U.S. traded foreign companies with market-cap in the range of the relative Russell growth index. 300NC’s global macro product is a variable biased global macro strategy that primarily invests in equities, fixed income securities, commodities, and currencies. The strategy holds only listed, liquid securities, and maintains a gross invested position generally between 0% and 200% and net exposure generally between -100% and +200%, in normal capital market environments.	Corporate Officer/Principal	-

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Linked companies

Private companies	6
300 North Capital LLC 300 North Capital LLC Investment ManagersFinance 300 North Capital (300NC) specializes in long-only small-cap, small to mid-cap (SMID) and mid-cap growth equity strategies. The firm also manages accounts and funds with a global macro strategy. 300NC’s investment approach for small cap, mid-cap, and SMID-cap strategies focuses primarily on fundamental, bottom-up research. In addition, they overlay a top-down strategic outlook. Their equity universe consists of U.S. companies, ADRs, and relevant U.S. traded foreign companies with market-cap in the range of the relative Russell growth index. 300NC’s global macro product is a variable biased global macro strategy that primarily invests in equities, fixed income securities, commodities, and currencies. The strategy holds only listed, liquid securities, and maintains a gross invested position generally between 0% and 200% and net exposure generally between -100% and +200%, in normal capital market environments.	Finance
Thornburg Investment Management, Inc. Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg actively manages high-conviction portfolios for consistent risk-adjusted outperformance through objective observation and systematic analysis of the global markets. Their equity funds focus on a limited number of securities so that each holding can impact performance. Thornburg's equity team searches for firms that are believed to have a promising future and they seek to buy shares of those companies at a discount to their intrinsic value. On the fixed-income side, the firm conducts fundamental, bottom-up research to identify bonds they believe provide the best return for a given level of risk.	Finance
Conestoga Capital Advisors LLC Conestoga Capital Advisors LLC Investment ManagersFinance CCA focuses on high-quality businesses that have the potential to generate superior returns by focusing their extensive research efforts on Micro, Small, SMid, and Mid-Cap Growth Equity strategies. The firm seeks to invest in companies which they believe have sustainable earnings growth and strong balance sheets. They have a long-term investment horizon which typically results in a low turnover rate of 20-30%.	Finance
University of Southern California University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Zurich Financial Services /Javelin Fund Business/ Zurich Financial Services /Javelin Fund Business/ Investment Trusts/Mutual FundsMiscellaneous Provides fund management services	Miscellaneous

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