Sara Fung

Sara Fung, CFA, is a Senior Research Analyst at Pzena Investment Management in New York, where she specializes in intensive, bottom-up research on global equity markets, with particular expertise in the Global Industrials and Global Household Durables sectors. At Pzena, she is responsible for identifying undervalued businesses around the world, contributing to portfolio construction, and supporting the team’s value-driven investment process.

Before joining Pzena in 2022, Sara was an Associate Director at HSBC Global Banking in Hong Kong, advising Asian conglomerates, blue chips, and family offices on capital markets and funding strategies. She has also held roles as a Research Analyst Intern at Fidelity International and as an Admissions Fellow at The Wharton School, further broadening her experience in both institutional investment research and academic environments.

Sara holds an MBA in Finance from The Wharton School, a bachelor's degree in Global Business and Economics from The Hong Kong University of Science and Technology (with First Class Honours), and a mathematics degree from St. Paul's Secondary School. Her analytical rigor and strong regional market knowledge have made her a valued contributor to investment strategy in global equities, with a recognized focus on industrials and durables.