Wenjun W. Yang

Vice President & Portfolio Manager at River Road Asset Management LLC

Wenjun W. Yang

Wenjun W. Yang

Vice President & Portfolio Manager at River Road Asset Management LLC

Overview
RelSci Relationships

160

Number of Awards

1

Contact Data
Trying to get in touch with Wenjun W. Yang? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Wenjun W. Yang likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Investment Officer at Level Four Advisory Services LLC

Relationship likelihood: Strong

Former Director-Portfolio Trading & Operations at Rushmore Investment Advisors, Inc.

Relationship likelihood: Strong

Former Portfolio Manager at Rushmore Investment Advisors, Inc.

Relationship likelihood: Strong

Chief Operating Officer & Chief Compliance Officer at River Road Asset Management LLC

Relationship likelihood: Average

Co-Founder at River Road Asset Management LLC

Relationship likelihood: Average

Co-Founder at River Road Asset Management LLC

Relationship likelihood: Average

Co-Chief Investment Officer & Portfolio Manager at River Road Asset Management LLC

Relationship likelihood: Average

Chief Risk & Analytics Officer at River Road Asset Management LLC

Relationship likelihood: Average

Director of Research at River Road Asset Management LLC

Relationship likelihood: Average

Portfolio Analytics Coordinator at River Road Asset Management LLC

Relationship likelihood: Average

In The News
Paths to Wenjun W. Yang
Potential Connections via
Relationship Science
You
Wenjun W. Yang
Vice President & Portfolio Manager at River Road Asset Management LLC
Education
BS-Engineering

Shanghai Jiao Tong University is a public research university located in Shanghai, China. Established in 1896 by an imperial edict issued by the Guangxu Emperor, the university is renowned as one of the oldest and most prestigious and selective universities in China.

Shanghai Institute of Foreign Trade is a school.

Masters of Business Administration

The Neeley School is one of the oldest in Texas. TCU was founded in 1873 by brothers Addison and Randolph Clark in Thorp Spring, Texas, as AddRan Male and Female College, and the School of Business opened in 1884 as Commercial School, renamed School of Business in 1896, and College of Business in 1901. The Department of Business Administration was established in 1922, and became the School of Business in 1938, the first year to offer a master of business administration. Student organizations included the TCU Chamber of Commerce, begun in 1939, and the Collegiate Business and Professional Women’s Club. E. M. Sowell was appointed the first dean in 1944. In 1967, the School of Business was named for M.J. Neeley in honor of his personal service of 25 years on the TCU Board of Trustees and financial contributions to TCU. Applications have risen steadily in recent years. The Neeley School of Business currently makes up one-third of the TCU student population. The Neeley School of Business is the undergraduate and graduate business school at Texas Christian University (TCU), a private university located in Fort Worth, Texas. The Neeley School is fully accredited by the AACSB; Neeley’s Accounting program is among approximately 200 schools worldwide to be accredited by AACSB.

Career History
Vice President & Portfolio Manager
2016 - Current

River Road Asset Management employs a a highly disciplined, proprietary investment approach which they refer to as \"Absolute Value.\" The strategy incorporates the most proven and enduring principles of value equity investing, with a specific avoidance of the pitfalls associated with the common Deep Value and Relative Value investment styles. The objective of this approach is to generate attractive, sustainable, low volatility returns over the long-term, with emphasis on minimizing downside portfolio risk. The approach is based on four principal tenants: a focus on excellent companies trading at compelling prices; bottom-up portfolio construction; a focus on less efficient areas of the equity market; and risk aversion. River Road's strategies include: Small Cap Value and Small-Mid Cap Value; Dividend All-Cap Value and Dividend All-Cap Value II; Long-Short Equity; and Focused Absolute Value.For their Small-Cap Value and Small-Mid Cap Value Strategies, River Road primarily invests in small-cap or small- to mid-cap companies that are trading below the portfolio managers’ assessment of their valuation as determined using their proprietary Absolute Value approach. Investments may also include mid-cap stocks, REITs, convertible securities, and foreign stocks.For their Dividend All-Cap Value and Dividend All-Cap Value II Strategies, the firm primarily invests in an all-cap portfolio of income producing equity securities that are trading below the portfolio managers’ assessment of their valuation. The portfolio managers primarily invest in dividend paying common stocks but may also invest in a broad range of foreign stocks, publicly traded partnerships, convertible preferred stocks, REITS, investment companies, and royalty income trusts. River Road's Long-Short Equity Strategy primarily invests in long and short equity securities, but may also invest in REITs, convertible securities, preferred stocks, foreign stocks, publicly traded partnerships, options, ETFs, futures, and other index-based investments. The River Road Focused Absolute Value (FAV) Strategy is a concentrated, all-cap portfolio of equity securities chosen from a universe consisting of companies held in River Road's other strategies. The strategy may invest in common stocks, foreign stocks, publicly traded partnerships, convertible preferred stocks, REITs, investment companies, and royalty income trusts.

Senior Portfolio Manager
2014 - 2016

Boston Private Wealth (BPW) constructs client portfolios using an array of investment vehicles across multiple asset classes, geographies and market capitalizations. They manage portfolios comprised of various investment vehicles including equities, fixed income securities, mutual funds, and ETFs spanning the global financial markets. BPW utilizes both internally managed strategies as well as external money managers to complete their suite of investment offerings. External managers provide access to both traditional strategies and alternative strategies with access to real estate, private equity, and liquid alternatives. BPW specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. The firm's proprietary investment strategies include: Core Equity, Equity Income, Growth Equity, Value Equity, International Equity, Tactical, Equity Option and Global Fixed Income.

Portfolio Manager
2013 - 2014

Banyan Partners, LLC is an independent, fee-only Registered Investment Adviser. Currently managing more than $1 billion in individual and corporate wealth, we provide comprehensive investment management using an opportunistic investment philosophy and prudent risk management.

Awards & Honors
CFA (Chartered Financial Analyst)
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Wenjun W. Yang. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Wenjun W. Yang's profile does not indicate a business or promotional relationship of any kind between RelSci and Wenjun W. Yang.