Profile
Mr. Terry Tian, CFA MBA, is a Portfolio Manager & Equity Research Analyst at Wellington Management Hong Kong Ltd. As a member of firm’s quality growth team, he conducts fundamental analysis on Asian equity investments.
His research supports investment decision-making for a range of portfolios managed for their clients.
Prior to joining the firm in 2015, he worked as an Analyst at Morningstar.
He completed an M.B.A. internship at the firm, covering the Japanese information technology services industry.
He received his B.A. in International Political Economy and M.Sc.
in International Affairs from Peking University, a M.Sc.
in International Affairs from The London School of Economics, and an M.B.A. from Columbia University Business School–Columbia University.
He also holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Terry Tian active positions
| Companies | Position | Start |
|---|---|---|
Wellington Management Hong Kong Ltd.
Wellington Management Hong Kong Ltd. Investment ManagersFinance WM Hong Kong is an active, long-term, contrarian manager which performs in-house fundamental research to invest in a range of equity, fixed-income, and multi-asset instruments across markets, capitalizations and styles. The firm follows a Global Value approach to invest in the stocks of financially sound but out-of-favor companies that provide above-average total return potential and generally sell at below-average price/earnings multiples. They develop multi-asset client solutions, combining top-down asset allocation with bottom-up security selection and complement investment programs with a range of alternative approaches, investing in metals, agriculture, climate change, emerging markets equity and debt. | Analyst-Equity | 2015-06-30 |
Training of Terry Tian
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Peking University
Peking University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
London School of Economics & Political Science
London School of Economics & Political Science Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wellington Management Hong Kong Ltd.
Wellington Management Hong Kong Ltd. Investment ManagersFinance WM Hong Kong is an active, long-term, contrarian manager which performs in-house fundamental research to invest in a range of equity, fixed-income, and multi-asset instruments across markets, capitalizations and styles. The firm follows a Global Value approach to invest in the stocks of financially sound but out-of-favor companies that provide above-average total return potential and generally sell at below-average price/earnings multiples. They develop multi-asset client solutions, combining top-down asset allocation with bottom-up security selection and complement investment programs with a range of alternative approaches, investing in metals, agriculture, climate change, emerging markets equity and debt. | Finance |
Columbia Business School
Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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