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About
Niuzhuo (Zoey) Zuo, CFA, is Managing Director and Senior Portfolio Manager at Brown Capital Management LLC in Baltimore, Maryland, where she joined in 2022. She leads portfolio management for the International Small Company and International Equity strategies, focusing on international equities, particularly small-cap companies across developed and emerging markets. Her responsibilities include research, portfolio construction, and overseeing investment strategies within Brown Capital’s international investment team.
Prior to joining Brown Capital Management, she served as a global equity analyst at Ivy Investments from 2014 to 2021, where she covered international core equity products and specialized in sectors such as global consumer staples, restaurants, and home appliances, as well as supporting both international and emerging market funds. Her analytical experience in these sectors informs her investment decisions and advisory responsibilities in her current role.
Niuzhuo Zuo holds an MBA in Applied Security Analysis from the University of Wisconsin-Madison and a Bachelor of Science in Mathematics and Applied Mathematics from Sichuan University. She is also a CFA charterholder, reflecting her deep expertise and commitment to industry standards in investment analysis and portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Brown Capital Management | Senior Portfolio Manager | Jan 2022 to Present | - Part of a six-person team managing the International Small Company (BCSFX) and International All Company (BCISX) strategies |
| Ivy Investments | Global Equity Analyst, International Core Equity fund | Jun 2019 to Nov 2021 | - Supporting the International/Emerging Market teams in Consumer and China-related coverage. |
| Ivy Investments | Global Equity Analyst | Jun 2014 to Jun 2019 | - Coverage: Global Consumer Staples and Restaurants |
| State of Wisconsin Investment Board | Securities Analyst Intern, Domestic Fixed Income Group | May 2013 to Apr 2014 | - Conduct bottom-up, fundamental credit research for Media, Cable/Satellite, Telecom, Utility sectors. - Produce credit reports utilizing credit ratios, relative value and stress test analysis. - Idea... |
Education
University of Wisconsin-Madison, Wisconsin School of Business
Master of Business Administration, Applied Security Analysis
2012 — 2014
Sichuan University
Bachelor of Science, Mathematics and Applied Mathematics
2005 — 2009
Skills & Expertise
Others at Brown Capital Management LLC (14)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Baltimore, MD , United States | |
| Managing Director and Head of Strategic Relationships | Baltimore, MD , United States | |
C Cecil Flamer | Managing Director and CAO | Baltimore, MD , United States |
C Chaitanya Yaramada | Senior Analyst/Portfolio Manager | Milwaukee, WI , United States |
| Managing Director and Senior Portfolio Manager | Baltimore, MD , United States | |
| Managing Director and Senior Portfolio Manager | United States | |
| Portfolio Manager and Senior Analyst | Washington, DC , United States | |
| President | Little Rock, AR , United States | |
| PM | Baltimore, MD , United States | |
| Managing Director and Senior Portfolio Manager | Baltimore, MD , United States |