About
Jason Chan is a Portfolio Manager at Hotchkis & Wiley Capital Management LLC in Pasadena, CA. With over 24 years at the firm and 25 years in the investment industry, he is responsible for covering consumer and healthcare companies, and plays a key role as a member of the consumer, healthcare, and technology sector teams. In addition to his portfolio management duties, he oversees the Hotchkis & Wiley Research Associate program.
Jason's investment expertise focuses on equities within the consumer, healthcare, and technology sectors. Prior to joining Hotchkis & Wiley, he worked as a credit analyst with Silicon Valley Bank, gaining analytical experience in evaluating creditworthiness and industry fundamentals.
He holds dual Bachelor of Science degrees in Biological Science and Business Administration from the University of Southern California and is a CFA® charterholder. Jason's extensive sector expertise and leadership in research development have contributed to the firm's depth of knowledge in public equity investing, particularly across U.S. consumer-facing and healthcare companies.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Hotchkis and Wiley Capital Management | Portfolio Manager | Mar 2021 to Present | — | 
| Hotchkis and Wiley | Equity Analyst | Unknown to Present | — | 
Education
University of Southern California
1994 — 1999
Others at Hotchkis & Wiley Capital Management LLC (17)
| Name | Role | Location | 
|---|---|---|
| Senior Trade Analyst | United States | |
| JJim Miles | Portfolio Manager and Principal | Los Angeles, CA , United States | 
| JJudd Peters | Portfolio Manager | Los Angeles, CA , United States | 
| MMark Schmidt | Portfolio Manager | San Marino, CA , United States | 
| MMarshall Cowden | Portfolio Manager | San Francisco, CA , United States | 
| Portfolio Manager | Los Angeles, CA , United States | |
| Portfolio Manager | Corona Del Mar, CA , United States | |
| Portfolio Manager | San Marino, CA , United States | |
| Portfolio Manager | Manhattan Beach, CA , United States | |
| Managing Director, Head of Distibution | Los Angeles, CA , United States |