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Raymond Lin

Raymond Lin

Partner, Portfolio Manager at Fuller & Thaler Asset Management, Inc.

San Mateo, CA , United States

About

Raymond Lin is a Partner and Portfolio Manager at Fuller & Thaler Asset Management, Inc., based in San Mateo, CA. In this role, he is responsible for managing the firm's domestic equity strategies and is involved in portfolio construction, implementation, and risk management processes. He is an owner of the firm and a member of its Board of Directors.

Mr. Lin specializes in U.S. equity asset classes, with particular focus on behavioral-based investment strategies for small-cap, mid-cap, and micro-cap equities. He manages a variety of mutual funds and separate accounts, including the FullerThaler Behavioral Small-Cap Equity Fund, Behavioral Mid-Cap Value Fund, and other domestic equity products. His expertise lies in exploiting market inefficiencies using insights from behavioral finance.

Before joining Fuller & Thaler in 2006, Mr. Lin held portfolio manager roles at Tricera Capital and Sit/Kim International Investment Associates. He holds a BS in Computer Science from the University of Michigan and both an MBA and MA in Asian Studies from the University of California, Berkeley. He also holds the Chartered Financial Analyst (CFA) designation and is recognized for his contributions to enhancing risk management methodologies within the investment management industry.

Career History

OrganizationRoleDate RangeDetails
Fuller & Thaler Asset ManagementPartner, Portfolio ManagerFeb 2006 to Present
Lead portfolio manager, Fuller & Thaler Behavioral Unconstrained Equity Fund (FTZIX) Lead portfolio manager, Fuller & Thaler Behavioral Small-Mid Core Fund (FTSIX)
Tricera CapitalPortfolio managerJun 2003 to Feb 2006
Portfolio manager of Asian equities long-short fund
Sit/Kim International Investment AssociatesPortfolio Manager, AnalystJan 1994 to May 2003
Portfolio manager and analyst, Asian equities
J.P. MorganAssociate, Foreign Currency Options TradingJul 1988 to May 1990

Education

University of California, Berkeley, Haas School of Business

Master of Business Administration - MBA

1990 1993

University of California, Berkeley

Master of Arts - MA, Asian Studies

1990 1993

University of Michigan

BS, Computer Science

1984 1988

Skills & Expertise

Hedge Funds
Portfolio Management

Others at Fuller & Thaler Asset Management, Inc. (6)

NameRoleLocation
David Potter
David Potter
Portfolio ManagerSan Francisco, CA , United States
Ed Stubbins
Ed Stubbins
PartnerCA , United States
Gary Chea
Gary Chea
TradingCA , United States
Jasmine Zhang
Jasmine Zhang
Investment AnalystCA , United States
Ryam Lee
Ryam Lee
Associate Portfolio ManagerCA , United States
Y
Yining Tung
Investment Analyst and Head of Risk ManagementUnited States