Tiffany K.

Tiffany K.

Senior Portfolio Analyst in International Small Cap Team

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location of Tiffany K.Hong Kong, Hong Kong SAR

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  • Timeline

  • About me

    Senior Portfolio Manager at PSP (based in New York)

  • Education

    • UCLA

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      Bachelor's degree International Economics and Japanese
    • University of Rochester - William E. Simon Graduate School of Business Administration

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      Master of Business Administration (MBA) Finance and Corporate Accounting
  • Experience

    • Fiducairy Trust/Franklin Templeton

      Jul 2002 - Jul 2006
      Senior Portfolio Analyst in International Small Cap Team

      • Lead research team responsible for developed Asian markets (Japan, HK, Singapore, South Korea and Australia).• Recommend buy or sell on stocks in the region based on extensive bottom-up investment process.• Focus on Capital Goods, Electronic Technology, Retail Trade, Consumer Durable, Consumer Non-Durables, Consumer Services, Commercial Services and Industrial Services sectors.• Travel to Asia twice a year, attend conferences, visit companies on site and meet with managements (average 170 companies per year).• Co-manage Franklin Int’l Smaller Companies Growth Fund (rated 4 stars by Morningstar) and help to manage Franklin Global Small-Mid Cap Growth Fund.• Meet consultants and potential clients in London and around the U.S. to market funds Show less

    • Victory Capital Management

      Jul 2006 - Sept 2018
      Portfolio Manager/Senior Analyst in Non-US Small Cap Team

      • Focus on emerging market research especially in North and South East Asia for Expedition Emerging Market Small Cap Growth Fund • Perform in-depth analysis on companies across different industries especially in technology, consumer, services and capital goods area. • Travel overseas four times a year to conduct due diligence meetings with over 200 companies a year.• Participate in marketing activities and meet with consultants and potential clients in the U.S and overseas.• Conduct quarterly and annual reviews with clients and supervise on commentaries to clients. Show less

    • PSP

      Oct 2018 - now
      Senior Portfolio Manager (based in New York)

      • Co-PM of internal Emerging Market Fund • Lead ESG efforts in Public Active Equity and incorporate ESG practices into the investment philosophy• Meet with external managers to review portfolios, exchange market insights, and extend research capabilities• Work with sector analysts to develop a more profound knowledge of EM, supervise analysts on investment ideas and thesis • Present portfolio positioning and performance to the team periodically and conduct quarterly presentations • Travel to various emerging countries to meet with company management and government officials. Show less

  • Licenses & Certifications

    • CFA

    • Interior Design & Architecture Studies

      Parsons New School (Continuing Education)
    • Kimono Dressing Level I

    • CFA ESG

      CFA Institute
      View certificate certificate