Mike Tian
Analyst-Equity bei WCM Investment Management LLC
Profil
Mr. Michael Z.
Tian, CFA, is a Portfolio Manager & Business Analyst at WCM Investment Management LLC.
He joined WCM in 2012 and his primary responsibilities are portfolio management and equity research for firm's global, fundamental growth strategies.
Since the start of his investment career in 2006, his experience includes a position as Senior Equity Analyst and Equity Strategist at Morningstar, Inc. in Chicago.
While there, he also managed the Morningstar Opportunistic Investor, a portfolio and newsletter focusing on special situations and growth companies, and additionally played an instrumental role in the development of Morningstar’s economic moat trend methodology.
Mr. Tian earned his B.S.
in Finance from the University of Illinois at Urbana-Champaign.
Aktive Positionen von Mike Tian
Unternehmen | Position | Beginn |
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WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs. | Analyst-Equity | 01.09.2012 |
Ehemalige bekannte Positionen von Mike Tian
Unternehmen | Position | Ende |
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Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | 01.09.2012 |
Ausbildung von Mike Tian
University of Illinois | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs. | Finance |