![Shelly Yun Fang Ma](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ms. Shelly Y.
Ma, CFA MBA, is Senior Investment Analyst at Scout Investments, Inc. She joined the firm in 2002.
She has over 18 years of financial industry experience.
In her role on the firm's international research team, she provides fundamental company research of the consumer staples sector.
Ms. Ma was previously employed as Fixed Income Analyst by Business Mens Assurance Co. of America, Investment Analyst by Haitong Securities Co., Ltd. (Broker), Portfolio Manager & Research Analyst by Kornitzer Capital Management, Inc., and an Analyst by UMB Bank, NA (Investment Management).
Ms. Ma earned her MBA from the University of Missouri-Kansas City and her Bachelor of Science degree in management of information systems from Shanghai University in China.
She is a CFA charterholder and a member of CFA Society Kansas City as well as the CFA Institute.
| Sociétés | Poste | Fin |
|---|---|---|
Business Men's Assurance Company of America
 Business Men's Assurance Company of America Multi-Line InsuranceFinance Operates as an insurance company that provides life, health and property insurance services | Corporate Officer/Principal | 31/12/2001 |
Haitong Securities Co., Ltd. (Broker)
 Haitong Securities Co., Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Kornitzer Capital Management, Inc.
 Kornitzer Capital Management, Inc. Investment ManagersFinance KCM helps clients achieve their long-term financial goals throughout the various investment stages including accumulation, preservation, and retirement. The firm conducts their own research to analyze investments, follow a disciplined method of analysis, and thoroughly research investment opportunities. | Analyst-Equity | - |
Scout Investments, Inc.
 Scout Investments, Inc. Investment ManagersFinance Scout is an active investment manager who applies bottom-up, repeatable processes that aim to generate positive alpha by applying research-based insights and analysis to portfolio construction. The firm's equity investment teams employ distinct investment philosophies and processes to achieve long-term capital appreciation objectives that are consistent with client goals. They focus on quality, identifying companies that have sound fundamentals, favorable growth prospects, competitive advantages and savvy management teams. | Analyst-Equity | - |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB-IM focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. They combine a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. UMB-IM seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. To construct portfolios, the firm employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index. | Analyst-Equity | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 7 |
|---|---|
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB-IM focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. They combine a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. UMB-IM seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. To construct portfolios, the firm employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index. | Finance |
Kornitzer Capital Management, Inc.
Kornitzer Capital Management, Inc. Investment ManagersFinance KCM helps clients achieve their long-term financial goals throughout the various investment stages including accumulation, preservation, and retirement. The firm conducts their own research to analyze investments, follow a disciplined method of analysis, and thoroughly research investment opportunities. | Finance |
Scout Investments, Inc.
Scout Investments, Inc. Investment ManagersFinance Scout is an active investment manager who applies bottom-up, repeatable processes that aim to generate positive alpha by applying research-based insights and analysis to portfolio construction. The firm's equity investment teams employ distinct investment philosophies and processes to achieve long-term capital appreciation objectives that are consistent with client goals. They focus on quality, identifying companies that have sound fundamentals, favorable growth prospects, competitive advantages and savvy management teams. | Finance |
Business Men's Assurance Company of America
Business Men's Assurance Company of America Multi-Line InsuranceFinance Operates as an insurance company that provides life, health and property insurance services | Finance |
Haitong Securities Co., Ltd. (Broker)
Haitong Securities Co., Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Missouri-Kansas City
 University of Missouri-Kansas City Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Shanghai University
 Shanghai University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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