Profile
Prior to joining the firm in 2002, Mr. Leung worked for AXA Rosenberg Investment Management in the U.S.
and U.K.
offices, spearheading the firm’s global strategies in both long-only and long-short products.
He also led the creation of the Cazenove Rosenberg Global Small Cap Index (now Nomura Global Small Cap Index).
Most recently, Mr. Leung was an executive director on the AXA Rosenberg London Board and was Chief Investment Officer at AXA Rosenberg in London, during which he led the office to win numerous industry awards.
Mr. Leung graduated from Queen’s University at Kingston, Canada with a BA (Distinction) in Economics and a BSc (Honors) in Electrical Engineering.
He received his MBA (Honors) in Finance and Economics from the University of Chicago.
Mr. Leung holds the Chartered Financial Analyst designation, is a shareholder of the firm, and a member of the Board of Directors.
Former positions of Joseph S. Leung
| Companies | Position | End |
|---|---|---|
Fuller & Thaler Asset Management, Inc.
 Fuller & Thaler Asset Management, Inc. Investment ManagersFinance Fuller & Thaler Asset Management, Inc. (FTAM) is an independent, SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1993 by Russell Fuller and Richard Thaler. FTAM provides portfolio management services to individual and institutional clients. They also provide non-discretionary model-delivery portfolio management services to various wrap fee programs. | Head-Equity Investments | 2009-02-28 |
AXA Rosenberg Investment Management Ltd.
 AXA Rosenberg Investment Management Ltd. Investment ManagersFinance AXA Rosenberg Investment Management Ltd. (AXA Rosenberg-UK) is the London-based global institutional equity investment management subsidiary of AXA Rosenberg Investment Management LLC, ultimately held by AXA SA (XP: CS) in France. Established in 1989, the firm provides specialized investment management services to investors around the world. Their institutional clients include pension funds, profit sharing plans, government entities, insurance companies, foundations and endowments. They also invest for retail clients through mutual funds and other vehicles that they manage or sub-advise. | Chief Investment Officer | 2001-12-30 |
CFA Society of San Francisco
 CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Director/Board Member | - |
Training of Joseph S. Leung
| Queen's University | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
AXA Rosenberg Investment Management Ltd.
AXA Rosenberg Investment Management Ltd. Investment ManagersFinance AXA Rosenberg Investment Management Ltd. (AXA Rosenberg-UK) is the London-based global institutional equity investment management subsidiary of AXA Rosenberg Investment Management LLC, ultimately held by AXA SA (XP: CS) in France. Established in 1989, the firm provides specialized investment management services to investors around the world. Their institutional clients include pension funds, profit sharing plans, government entities, insurance companies, foundations and endowments. They also invest for retail clients through mutual funds and other vehicles that they manage or sub-advise. | Finance |
Fuller & Thaler Asset Management, Inc.
Fuller & Thaler Asset Management, Inc. Investment ManagersFinance Fuller & Thaler Asset Management, Inc. (FTAM) is an independent, SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1993 by Russell Fuller and Richard Thaler. FTAM provides portfolio management services to individual and institutional clients. They also provide non-discretionary model-delivery portfolio management services to various wrap fee programs. | Finance |
CFA Society of San Francisco
CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Commercial Services |
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