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About
Amy Z is currently an Investment Research Analyst at Brandes Investment Partners, where she specializes in conducting fundamental research and analysis to support the firm's investment strategies. Her role involves evaluating global equities and fixed-income assets, leveraging a disciplined value-investing approach to identify companies with long-term growth potential. Amy focuses specifically on global equity markets, including sectors such as emerging markets, European equities, and U.S. value equities, in alignment with Brandes’ strategies.
Prior to joining Brandes as a full-time analyst in 2020, Amy gained investment research experience as an intern at both Brandes Investment Partners and Archegos Capital Management (formerly Tiger Asia). Her previous internships exposed her to diverse aspects of asset analysis and investment strategy in varied institutional settings, equipping her with a broad understanding of portfolio construction and sector evaluation.
Amy holds an MBA from Northwestern University’s Kellogg School of Management, an MBA exchange from INSEAD, and a Bachelor's degree in Mathematics from Cambridge University. Her robust analytical skills, coupled with international exposure and rigorous academic training, have enabled her to contribute meaningful insights to the investment teams, with a particular expertise in equity research and quantitative market analysis.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Brandes Investment Partners | Investment Research Analyst | Jul 2020 to Present | Global Payment Analyst and Chinese Generalist |
| Brandes Investment Partners | Investment Research Intern | Aug 2019 to Sep 2019 | — |
| Archegos Capital Management, LP (ex Tiger Asia) | Investment Research Intern | Jun 2019 to Aug 2019 | — |
| Driehaus Capital Management LLC | Experiential Learning - Credit Research Intern | Apr 2019 to Jun 2019 | — |
| Macquarie Group | Senior Equity Research Associate Analyst | Feb 2018 to Jul 2018 | Chinese Financials Analyst |
| Pru Life UK | Senior Actuarial Officer | Jul 2015 to Jan 2018 | Internal actuarial consultant on corporate strategy, flagship product development, and model enhancement |
| KPMG | Senior Actuarial Consultant | Jan 2014 to Jun 2015 | Actuarial Consultant on pension and insurance projects, including accounting standard change, auditing, and due-diligence |
| Towers Watson | Actuarial Consultant | Sep 2010 to Sep 2013 | Actuarial consultant on pension-related issues, including pension risk transferred, deficit recovery plan and scheme valuation |
Education
INSEAD
MBA - Exchange
2020 — 2020
Northwestern University - Kellogg School of Management
MBA
2018 — 2020
Cambridge University
Bachelor's Degree, Mathematics
2007 — 2010
Skills & Expertise
Others at Brandes Investment Partners, LP (44)
| Name | Role | Location |
|---|---|---|
| Equity Research Analyst | San Diego, CA , United States | |
| Trading Division Supervisor | San Diego, CA , United States | |
A Amy Minning | Senior Analyst | Arlington, VA , United States |
B Bouramey Ko | Associate Client Portfolio Manager, Institutional Client Portfolio Management | San Diego, CA , United States |
B Brad Chapman | Senior Analyst | San Diego, CA , United States |
B Brent Fredberg | Equity Analyst | San Diego, CA , United States |
B Brian Boyd | Equity Research Associate | San Diego County, CA , United States |
B Bryan Barrett | Senior Research Analyst and Invesment Committee Member | San Diego, CA , United States |
C Carlos Oliveira | Head of Trading Analytics and Market Structure | San Diego, CA , United States |
C Chris Duncan | Equity Research Analyst | San Diego, CA , United States |
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