About
Qiao Wen is a Portfolio Manager and former Partner in Portfolio Management and Research at GlobeFlex Capital L.P., based in California. In this role, he has been responsible for managing investment portfolios, conducting deep research, and developing strategies within the firm's mandate, with a particular focus on global equity markets.
Wen has significant expertise in international and U.S. equities, managing portfolios across developed and emerging markets. His work at GlobeFlex Capital has centered on quantitative investment strategies that involve multi-factor stock selection and risk management techniques, with a specific emphasis on small- and mid-cap companies worldwide.
Prior to joining GlobeFlex Capital in 2005, Wen held the position of Vice President at Fuller & Thaler Asset Management, further deepening his experience in equity research and portfolio management. He is a CFA charterholder, underlining his comprehensive knowledge in investment analysis and equity portfolio construction, and has contributed to the development and execution of innovative investment processes throughout his career.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Globeflex Capital | Partner, Portfolio Manager and Research | Sep 2005 to Nov 2017 | — |
| Fuller & Thaler Asset Management | V.P. Analyst | Jul 1998 to May 2005 | — |
Education
1996 — 1998
Others at Globeflex Capital L P (4)
| Name | Role | Location |
|---|---|---|
J James Peterson | Partner and Deputy CIO | Coronado, CA , United States |
T Trishul Goswami | Partner | Portfolio Manager | San Diego, CA , United States |
 | Fundamental Research Analyst | Boston, MA , United States |
S Svetla Mincheva | Fundamental Research Analyst | Cambridge, MA , United States |