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Profil
Mr. Billy J.
Hwan, CFA MBA, is a Portfolio Manager & Senior Analyst at Parnassus Investments LLC.
He is responsible for portfolio management for the firm’s Endeavor strategy.
His prior experience includes equity research at Dodge & Cox in San Francisco and at the Government of Singapore Investment Corporation.
Mr. Hwan was previously employed as a Portfolio Manager & Senior Research Analyst by Parnassus Investments.
He received his bachelor's degree in engineering from Stanford University and a master's degree in accountancy from the University of Houston.
He graduated with honors from the University of California, Berkeley with his master's degree in business administration.
Mr. Hwan holds the CPA and CFA designations.
Anciens postes connus de Billy Jay Hwan
| Sociétés | Poste | Fin |
|---|---|---|
Parnassus Investments LLC
 Parnassus Investments LLC Investment ManagersFinance Parnassus Investments seeks to build wealth responsibly by investing in high-quality companies with both strong financial prospects and sustainable business practices. They construct portfolios with a relatively small number of companies that meet high standards for quality. | Analyst-Equity | 30/04/2025 |
Parnassus Investments
 Parnassus Investments Investment ManagersFinance Parnassus Investments is an active, long-term manager which seeks to invest in good businesses with increasingly relevant products or services, sustainable competitive advantages, quality management teams and ethical business practices. The firm uses fundamental security analysis methods in managing client accounts and they seek to identify and invest in stocks trading at large discounts to their assessment of the company's intrinsic value. Parnassus Investments offers different equity investment strategies that vary based on market capitalization and other factors as well as a fixed income strategy. | Analyst-Equity | 28/09/2021 |
Dodge & Cox
 Dodge & Cox Investment ManagersFinance Dodge & Cox aims to deliver superior long-term investment results across a range of economic and market scenarios to enable clients to achieve their financial goals. The firm employs in-house, fundamental bottom-up research, a rigorous valuation discipline, and maintains a long-term investment horizon. Their approach to active management combines deep fundamental research with team-based decision making. | Gestionnaire de Portefeuille-Actions | - |
Formation de Billy Jay Hwan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Dodge & Cox
Dodge & Cox Investment ManagersFinance Dodge & Cox aims to deliver superior long-term investment results across a range of economic and market scenarios to enable clients to achieve their financial goals. The firm employs in-house, fundamental bottom-up research, a rigorous valuation discipline, and maintains a long-term investment horizon. Their approach to active management combines deep fundamental research with team-based decision making. | Finance |
Parnassus Investments
Parnassus Investments Investment ManagersFinance Parnassus Investments is an active, long-term manager which seeks to invest in good businesses with increasingly relevant products or services, sustainable competitive advantages, quality management teams and ethical business practices. The firm uses fundamental security analysis methods in managing client accounts and they seek to identify and invest in stocks trading at large discounts to their assessment of the company's intrinsic value. Parnassus Investments offers different equity investment strategies that vary based on market capitalization and other factors as well as a fixed income strategy. | Finance |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Parnassus Investments LLC
Parnassus Investments LLC Investment ManagersFinance Parnassus Investments seeks to build wealth responsibly by investing in high-quality companies with both strong financial prospects and sustainable business practices. They construct portfolios with a relatively small number of companies that meet high standards for quality. | Finance |
