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AZ

Amy Z

Investment Research Analyst at Brandes Investment Partners, LP

United States

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

OrganizationRoleDate RangeDetails
Brandes Investment PartnersInvestment Research AnalystJul 2020 to Present
Global Payment Analyst and Chinese Generalist
Brandes Investment PartnersInvestment Research InternAug 2019 to Sep 2019
Archegos Capital Management, LP (ex Tiger Asia)Investment Research InternJun 2019 to Aug 2019
Driehaus Capital Management LLCExperiential Learning - Credit Research InternApr 2019 to Jun 2019
Macquarie GroupSenior Equity Research Associate AnalystFeb 2018 to Jul 2018
Chinese Financials Analyst
Pru Life UKSenior Actuarial OfficerJul 2015 to Jan 2018
Internal actuarial consultant on corporate strategy, flagship product development, and model enhancement
KPMGSenior Actuarial ConsultantJan 2014 to Jun 2015
Actuarial Consultant on pension and insurance projects, including accounting standard change, auditing, and due-diligence
Towers WatsonActuarial ConsultantSep 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

Equity Research
Financial Modeling
Communication and Presentation Skills
Financial Analysis
Actuarial Science
Data Analysis
Valuation
Value Investing
Growth Investing
Business Development
Problem Solving
Project Management
Consulting

Others at Brandes Investment Partners, LP (44)

NameRoleLocation
Alex Yee
Alex Yee
Equity Research AnalystSan Diego, CA , United States
Amil Wood
Amil Wood
Trading Division SupervisorSan Diego, CA , United States
A
Amy Minning
Senior AnalystArlington, VA , United States
B
Bouramey Ko
Associate Client Portfolio Manager, Institutional Client Portfolio ManagementSan Diego, CA , United States
B
Brad Chapman
Senior AnalystSan Diego, CA , United States
B
Brent Fredberg
Equity AnalystSan Diego, CA , United States
B
Brian Boyd
Equity Research AssociateSan Diego County, CA , United States
B
Bryan Barrett
Senior Research Analyst and Invesment Committee MemberSan Diego, CA , United States
C
Carlos Oliveira
Head of Trading Analytics and Market StructureSan Diego, CA , United States
C
Chris Duncan
Equity Research AnalystSan Diego, CA , United States
Showing 1-10 of 44 team members

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