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Jason Chan

Jason Chan

PM at Hotchkis & Wiley Capital Management LLC

Pasadena, CA , United States

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

OrganizationRoleDate RangeDetails
Hotchkis and Wiley Capital ManagementPortfolio ManagerMar 2021 to Present
Hotchkis and WileyEquity AnalystUnknown to Present

Education

University of Southern California

1994 1999

Others at Hotchkis & Wiley Capital Management LLC (30)

NameRoleLocation
Dan McKenzie
Dan McKenzie
Portfolio ManagerLos Angeles, CA , United States
David Green
David Green
Portfolio Manager and PrincipalLos Angeles, CA , United States
David Kang
David Kang
Senior Trade AnalystUnited States
G
George Davis
Chief Executive Officer, Portfolio Manager and PrincipalLos Angeles, CA , United States
Hunter Doble
Hunter Doble
Portfolio ManagerLos Angeles, CA , United States
J
Jim Miles
Portfolio Manager and PrincipalLos Angeles, CA , United States
John Flagler
John Flagler
Portfolio ManagerAgoura Hills, CA , United States
J
Judd Peters
Portfolio ManagerLos Angeles, CA , United States
M
Mark Hudoff
high yield portfolio managerTrabuco Canyon, CA , United States
M
Mark Schmidt
Portfolio ManagerSan Marino, CA , United States
Showing 1-10 of 30 team members