Raymond Lin
Partner, Portfolio Manager at Fuller & Thaler Asset Management, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fuller & Thaler Asset Management | Partner, Portfolio Manager | Feb 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 Capital | Portfolio manager | Jun 2003 to Feb 2006 | Portfolio manager of Asian equities long-short fund |
| Sit/Kim International Investment Associates | Portfolio Manager, Analyst | Jan 1994 to May 2003 | Portfolio manager and analyst, Asian equities |
| J.P. Morgan | Associate, Foreign Currency Options Trading | Jul 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
Others at Fuller & Thaler Asset Management, Inc. (6)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | San Francisco, CA , United States | |
| Partner | CA , United States | |
| Trading | CA , United States | |
| Investment Analyst | CA , United States | |
| Associate Portfolio Manager | CA , United States | |
Y Yining Tung | Investment Analyst and Head of Risk Management | United States |