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Niuzhuo Zuo

Niuzhuo Zuo

Senior Portfolio Manager at Brown Capital Management LLC

Baltimore, MD , United States

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

OrganizationRoleDate RangeDetails
Brown Capital ManagementSenior Portfolio ManagerJan 2022 to Present
- Part of a six-person team managing the International Small Company (BCSFX) and International All Company (BCISX) strategies
Ivy InvestmentsGlobal Equity Analyst, International Core Equity fundJun 2019 to Nov 2021
- Supporting the International/Emerging Market teams in Consumer and China-related coverage.
Ivy InvestmentsGlobal Equity AnalystJun 2014 to Jun 2019
- Coverage: Global Consumer Staples and Restaurants
State of Wisconsin Investment BoardSecurities Analyst Intern, Domestic Fixed Income GroupMay 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

Portfolio Management
Financial Modeling
Data Analysis
Credit Analysis
Valuation
R
Bloomberg
Microsoft Excel
Risk Management
Investments
Asset Management
Finance
Economics
FactSet
Fixed Income Strategies
Fixed Income
Financial Analysis
Eviews
Equities
Equity Research

Others at Brown Capital Management LLC (14)

NameRoleLocation
Andrew Fones
Andrew Fones
Portfolio ManagerBaltimore, MD , United States
Calvin Baker
Calvin Baker
Managing Director and Head of Strategic RelationshipsBaltimore, MD , United States
C
Cecil Flamer
Managing Director and CAOBaltimore, MD , United States
C
Chaitanya Yaramada
Senior Analyst/Portfolio ManagerMilwaukee, WI , United States
Daman Blakeney
Daman Blakeney
Managing Director and Senior Portfolio ManagerBaltimore, MD , United States
Ed Zane
Ed Zane
Managing Director and Senior Portfolio ManagerUnited States
Fujun Wu
Fujun Wu
Portfolio Manager and Senior AnalystWashington, DC , United States
Johnny Brown
Johnny Brown
PresidentLittle Rock, AR , United States
Kabir Goyal
Kabir Goyal
PMBaltimore, MD , United States
Kayode Aje
Kayode Aje
Managing Director and Senior Portfolio ManagerBaltimore, MD , United States
Showing 1-10 of 14 team members