Profile
Jack Lee is a Portfolio Manager at Schroder Investment Management (Hong Kong) Ltd. He previously worked as a Fund Manager at AIG-Huatai Fund Management Co. Ltd. from 2004 to 2007.
Prior to that, he was an Analyst at PineBridge Investments Asia Ltd. from 1999 to 2004, where he later became a Senior Investment Analyst from 2001 to 2004.
From 2007 to 2012, he served as an Assistant Manager at Abu Dhabi Investment Authority (Hong Kong) Ltd. Mr. Lee also held the position of Head of China A Research at Schroder Investment Management North America, Inc. from 2012 to 2020.
He obtained his undergraduate degree from The Chinese University of Hong Kong in 1995.
Currently, Mr. Lee is actively working as a Portfolio Manager at Schroder Investment Management (Hong Kong) Ltd.
Jack Lee active positions
| Companies | Position | Start |
|---|---|---|
Schroder Investment Management (Hong Kong) Ltd.
Schroder Investment Management (Hong Kong) Ltd. Investment ManagersFinance Schroder-HK is an active, long-term, research-oriented manager which seeks to exploit inefficiencies in equity and bond markets through diversification and active portfolio management. The firm’s investment approach is based on in-house research and is backed by their Group’s resources. A team of senior investment professionals drawn from each asset class makes asset allocation recommendations. They consider the outlook for financial markets, subsequently setting load differences against a global balanced benchmark to establish the house view. | Portfolio Manager-Equities | 2020-02-29 |
Former positions of Jack Lee
| Companies | Position | End |
|---|---|---|
Abu Dhabi Investment Authority (Hong Kong) Ltd. | Corporate Officer/Principal | 2012-06-30 |
AIG-Huatai Fund Management Co. Ltd.
AIG-Huatai Fund Management Co. Ltd. Investment ManagersFinance AIG-Huatai is a growth-oriented investment manager with a long-term investment horizon. The firm invests primarily in Chinese equity and short-term bonds. They actively manage an equity fund following an aggressive growth strategy. Their index fund tracks listed firms with the largest dividend payouts. | Corporate Officer/Principal | 2007-04-30 |
PineBridge Investments Asia Ltd.
PineBridge Investments Asia Ltd. Investment ManagersFinance PineBridge Investments Asia is an active, research-based manager which follows an income and value investment style, investing globally in equity and debt across market-caps and sectors. They perform fundamental and quantitative research to identify large-scale societal, demographic, and economic cycles that impact near-term valuations. The firm invests primarily in large- and giant-cap Asian equity including emerging markets. PineBridge Investments Asia selects securities on a long-term basis, utilizing bottom-up and top-down approaches. | Corporate Officer/Principal | 2004-02-29 |
PineBridge Investments Asia Ltd.
PineBridge Investments Asia Ltd. Investment ManagersFinance PineBridge Investments Asia is an active, research-based manager which follows an income and value investment style, investing globally in equity and debt across market-caps and sectors. They perform fundamental and quantitative research to identify large-scale societal, demographic, and economic cycles that impact near-term valuations. The firm invests primarily in large- and giant-cap Asian equity including emerging markets. PineBridge Investments Asia selects securities on a long-term basis, utilizing bottom-up and top-down approaches. | Corporate Officer/Principal | 2003-12-31 |
Schroder Investment Management North America, Inc.
Schroder Investment Management North America, Inc. Investment ManagersFinance SIMNA manages assets for domestic and foreign clients in strategies focusing on US equity and US fixed income securities, including US tax-exempt securities. The firm also markets strategies focusing on non-US equity and fixed income securities, as well as multi asset, quantitative and alternative strategies. | Analyst-Equity | 2020-02-29 |
Training of Jack Lee
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Schroder Investment Management North America, Inc.
Schroder Investment Management North America, Inc. Investment ManagersFinance SIMNA manages assets for domestic and foreign clients in strategies focusing on US equity and US fixed income securities, including US tax-exempt securities. The firm also markets strategies focusing on non-US equity and fixed income securities, as well as multi asset, quantitative and alternative strategies. | Finance |
Schroder Investment Management (Hong Kong) Ltd.
Schroder Investment Management (Hong Kong) Ltd. Investment ManagersFinance Schroder-HK is an active, long-term, research-oriented manager which seeks to exploit inefficiencies in equity and bond markets through diversification and active portfolio management. The firm’s investment approach is based on in-house research and is backed by their Group’s resources. A team of senior investment professionals drawn from each asset class makes asset allocation recommendations. They consider the outlook for financial markets, subsequently setting load differences against a global balanced benchmark to establish the house view. | Finance |
AIG-Huatai Fund Management Co. Ltd.
AIG-Huatai Fund Management Co. Ltd. Investment ManagersFinance AIG-Huatai is a growth-oriented investment manager with a long-term investment horizon. The firm invests primarily in Chinese equity and short-term bonds. They actively manage an equity fund following an aggressive growth strategy. Their index fund tracks listed firms with the largest dividend payouts. | Finance |
The Chinese University of Hong Kong
The Chinese University of Hong Kong Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PineBridge Investments Asia Ltd.
PineBridge Investments Asia Ltd. Investment ManagersFinance PineBridge Investments Asia is an active, research-based manager which follows an income and value investment style, investing globally in equity and debt across market-caps and sectors. They perform fundamental and quantitative research to identify large-scale societal, demographic, and economic cycles that impact near-term valuations. The firm invests primarily in large- and giant-cap Asian equity including emerging markets. PineBridge Investments Asia selects securities on a long-term basis, utilizing bottom-up and top-down approaches. | Finance |
Abu Dhabi Investment Authority (Hong Kong) Ltd. |
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