Paul Yi

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Finance

Consumer Services

Profil

Paul Yi is currently Managing Director & Portfolio Manager at Polymer Capital Management (US) LLC since 2024.
Formerly, Mr. Yi was Senior Portfolio Manager at Penso Advisors LLC from 2011 to 2024 and Principal at Wells Fargo Advisors Financial Network LLC from 2007 to 2011.
Mr. Yi completed undergraduate studies at the University of California, Berkeley.

Aktiva positioner av Paul Yi

Företag	Position	Start

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Tidigare kända positioner av Paul Yi

Företag	Position	Slut
Penso Advisors LLC Penso Advisors LLC Investment ManagersFinance Penso Advisors is a discretionary global macro manager with a niche focus on derivatives structuring and trading and the implementation of high convexity discretionary macro and risk mitigation strategies for its clients. The firm typically uses both fundamental and quantitative analysis to identify investment opportunities in the macro space that they believe would fit within the goals of each of their two core investment Strategies: Global Macro Opportunities Strategy (GMO) and Negative Correlated Alpha Strategy (NCA).	Trading-Equity	2024-10-01
Wells Fargo Advisors Financial Network LLC Wells Fargo Advisors Financial Network LLC Investment ManagersFinance WFAFN favors areas of the market such as large- and mid-cap US stocks and emerging market equities where the risk/return trade-off is attractive. They also believe that investors should reduce risk in their bond portfolios by emphasizing shorter-term and higher-quality bond holdings. The firm may review their client’s current assets and develop a recommended asset allocation based on their individual financial goals and objectives through analytical tools.	Företagsledare/Principal	2011-01-01

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Privata företag	3
Wells Fargo Advisors Financial Network LLC Wells Fargo Advisors Financial Network LLC Investment ManagersFinance WFAFN favors areas of the market such as large- and mid-cap US stocks and emerging market equities where the risk/return trade-off is attractive. They also believe that investors should reduce risk in their bond portfolios by emphasizing shorter-term and higher-quality bond holdings. The firm may review their client’s current assets and develop a recommended asset allocation based on their individual financial goals and objectives through analytical tools.	Finance
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Penso Advisors LLC Penso Advisors LLC Investment ManagersFinance Penso Advisors is a discretionary global macro manager with a niche focus on derivatives structuring and trading and the implementation of high convexity discretionary macro and risk mitigation strategies for its clients. The firm typically uses both fundamental and quantitative analysis to identify investment opportunities in the macro space that they believe would fit within the goals of each of their two core investment Strategies: Global Macro Opportunities Strategy (GMO) and Negative Correlated Alpha Strategy (NCA).	Finance