Benjamin Zhan joined the firm in 2003. He was promoted to Portfolio Manager in 2010 and Vice-President in 2019. Benjamin is currently a key member of the Core Equity Team led by Dana Love.
Benjamin’s investment philosophy is anchored on a strong business acumen. This has been acquired through years of direct experience in numerous industries prior to his investment management career, including real estate, chemicals, and technology. His bottom-up, highly disciplined research process, coupled with a native knowledge of China and diversified culture exposures, formed the foundation for his strong performance record as a global investor, in particular the Dynamic European Equity Fund.
Benjamin received a Bachelor of Engineering degree from Shanghai Jiao Tong University – one of China’s most prestigious universities – and an MBA in Finance from the University of British Columbia. He earned his CFA designation in 2004.