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Edward Yen

Edward Yen

Research Analyst at Davis Selected Advisers

New York, NY , United States

About

Edward Yen is a Research Analyst at Davis Selected Advisers, based in New York, NY. He joined Davis Advisors in 2013 and is responsible for equity research and investment analysis, with a focus on the consumer services and finance sectors. His work supports discretionary portfolio management for mutual funds and institutional clients, helping to drive investment strategies across a range of public equity products.

Prior to Davis Advisors, Edward gained experience as a Research Associate at Dodge & Cox and as an analyst at Lehman Brothers and Moon Capital, building a diverse background in fundamental investment research and equity analysis. This foundation has equipped him to evaluate companies across international markets and deep-value strategies, particularly in the context of large, publicly traded firms.

Edward holds an MBA from the Stanford Graduate School of Business and a B.S. in Electrical Engineering and Computer Sciences from the University of California, Berkeley. His analytical expertise and experience across top investment firms have contributed to his reputation for in-depth company and sector analysis, particularly within consumer services and financials.

Career History

OrganizationRoleDate RangeDetails
Davis AdvisorsResearch AnalystJul 2013 to Present
Research analyst covering internet and media companies on a global basis
Moon CapitalSummer AnalystJun 2012 to Aug 2012
Made investment recommendations in the technology space (with a focus on storage companies) and the Russian retail space
Dodge & CoxResearch AssociateSep 2008 to Feb 2011
Research associate covering global media, telecom and internet companies and southeast Asian banks
Lehman BrothersInvestment Banking AnalystJul 2006 to Jul 2008
Global Healthcare Group - Worked on M&A and financing transactions for biotechnology, pharmaceutical, and medical device companies

Education

Stanford Graduate School of Business

MBA, Business

2011 2013

University of California, Berkeley

B.S., Electrical Engineering and Computer Sciences

2002 2006

Skills & Expertise

Financial Modeling
Financial Analysis
Investment Banking
Venture Capital
Valuation
Equity Research
Private Equity
PowerPoint
Due Diligence
Corporate Finance
Data Analysis
Corporate Development
Hedge Funds
Investments

Others at Davis Selected Advisers (8)

NameRoleLocation
C
Cathy Forbes-Kenney
TraderVail, AZ , United States
Chandler Spears
Chandler Spears
Portfolio ManagerAsheville, NC , United States
D
Danton Goei
Portfolio ManagerNew York, NY , United States
Ian Gorman
Ian Gorman
AnalystNew York, NY , United States
P
Pierce Crosbie
AnalystNew York, NY , United States
Sobby Arora
Sobby Arora
AnalystNew York, NY , United States
D
Darin Prozes
AnalystLarchmont, NY , United States
K
Kathy Yeager
Managed Money TraderTucson, AZ , United States

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