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Portfolio William Yang

Portfolio William Yang

Portfolio Manager at Flputnam Investment Management Co.

Louisville, KY , United States

About

William (Wenjun) Yang, CFA, MBA, is a Portfolio Manager at F.L.Putnam Investment Management Company, where he oversees the firm’s Core International ADR Strategy. He is responsible for driving the investment process, performing fundamental international research, and providing actionable insights to support the broader investment team.

Mr. Yang's expertise centers on international equities, with a particular focus on American Depositary Receipts (ADRs) and international ordinary shares. Throughout his more than 20-year career, he has developed and managed global and international investment strategies, holding senior portfolio management roles at River Road Asset Management and Boston Private, where he led international ADR strategies from 2004 to 2024.

He holds degrees from Texas Christian University (M.J. Neeley School of Business), Shanghai University of International Business and Economics, and Shanghai Jiao Tong University. William Yang is an active CFA® charterholder and a member of the CFA Society of Louisville, recognized for designing comprehensive investment processes that integrate idea generation, fundamental research, portfolio construction, and disciplined sell criteria within the international equities sector.

Career History

OrganizationRoleDate RangeDetails
F.L.Putnam Investment Management CompanyPortfolio ManagerJan 2024 to Present
River Road Asset ManagementPortfolio ManagerSep 2016 to Jan 2024
Boston PrivatePortfolio ManagerAug 2004 to Aug 2016
Shenyin & Wanguo Securities Co. Ltd.Research AnalystMay 1999 to Jul 2002
Yunnan Electricity BureauEngineerJun 1995 to Jul 1997

Education

Texas Christian University - M.J. Neeley School of Business

2002 2004

Shanghai University of International Business and Economics

1997 2000

Shanghai Jiao Tong University

1991 1995

Skills & Expertise

Equities
Equity Research
Portfolio Management
Financial Modeling
Bloomberg
Valuation
Capital Markets
Derivatives
Financial Analysis
Investments
Due Diligence
Investment Banking
Emerging Markets
VBA
Investment Strategies
Corporate Finance
Securities
Asset Allocation
Asset Management
Private Equity
Risk Management
Finance
Hedge Funds
Fixed Income
Mutual Funds
PowerPoint
Engineering
Strategic Planning
Microsoft Word
Business Analysis

Others at Flputnam Investment Management Co. (17)

NameRoleLocation
Alex Galstian
Alex Galstian
Investment AnalystNew York, NY , United States
Andrew Wetzel
Andrew Wetzel
SVP and Portfolio ManagerBoston, MA , United States
Caroline Richards
Caroline Richards
Portfolio AnalystPlymouth, MA , United States
C
Colby Parker
Research AssociatePlymouth, MA , United States
Daniel Depetro
Daniel Depetro
Portfolio AnalystRI , United States
Ellen Hazen
Ellen Hazen
Chief Market Strategist | Portfolio ManagerBoston, MA , United States
Gavin Nieto
Gavin Nieto
Investment AnalystBoston, MA , United States
L
Liam Stokes
Portfolio AnalystRaleigh, NC , United States
J
Jake Mercier
Client Portfolio ManagerBoston, MA , United States
Joseph Costa
Joseph Costa
Portfolio AnalystStoughton, MA , United States
Showing 1-10 of 17 team members

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