Karen Zhang

Karen is an investment analyst on the firm’s Global Quality Value strategy and team. Prior to joining the company, she was a research associate with Wellington Management on the global equity team, where she worked as a generalist covering global stocks including banks, asset managers, networking and telecommunication equipment companies. Before that, she worked with the financials and emerging markets equity team in Wellington. Earlier in her career, Karen was a research analyst with FDF Asset Management, responsible for providing fundamental research on Asian equities. Karen began her career as an investment performance associate with Cambridge Associates.

Education: B.A., Finance, National University of Singapore; M.B.A., Northwestern University Kellogg School of Management

Joined the company: 2022

Began career: 2014