Profile
Mr. Alex Wong is a Principal & Analyst at First Pacific Advisors LP.
Prior to joining FPA in 2016, Mr. Wong was an Investment Analyst at Marcato in San Francisco.
Previously, he was an Analyst in the Generalist Group at Goldman Sachs.
He earned a HBA (Honors Business Administration) degree from the University of Western Ontario, Richard Ivey School of Business.
Alex Wong active positions
| Companies | Position | Start |
|---|---|---|
First Pacific Advisors LP
First Pacific Advisors LP Investment ManagersFinance FPA seeks investment opportunities based primarily on a value investing style. The firm strives to generate market-beating returns over the long-term, while emphasizing preservation of capital. Their equity and fixed income styles are linked by a common fundamental value orientation. FPA aims to provide a consistent, risk-adjusted and disciplined approach to long-term investing in individual securities with the objective of achieving superior total returns for client portfolios over market cycles. | Analyst-Equity | 01/09/2016 |
Former positions of Alex Wong
| Companies | Position | End |
|---|---|---|
Marcato Capital Management LP
Marcato Capital Management LP Investment ManagersFinance Marcato Capital Management employs a value-oriented, concentrated long/short equity strategy with an activist and event-driven overlay. Their fund typically takes 10 to 15 positions in small- to mid-cap companies with less than $5 billion in market-cap. Marcato focuses on US and Canadian companies in the business services, retail, real estate and consumer sectors. They intend to hold positions for 2 years. Marcato Capital Management is an activist firm and is included in the SharkWatch50 as one the 50 most prominent activist investors. | Analyst-Equity | 01/08/2016 |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/07/2014 |
Training of Alex Wong
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 | 4 |
|---|---|
First Pacific Advisors LP
First Pacific Advisors LP Investment ManagersFinance FPA seeks investment opportunities based primarily on a value investing style. The firm strives to generate market-beating returns over the long-term, while emphasizing preservation of capital. Their equity and fixed income styles are linked by a common fundamental value orientation. FPA aims to provide a consistent, risk-adjusted and disciplined approach to long-term investing in individual securities with the objective of achieving superior total returns for client portfolios over market cycles. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Western Ontario
University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marcato Capital Management LP
Marcato Capital Management LP Investment ManagersFinance Marcato Capital Management employs a value-oriented, concentrated long/short equity strategy with an activist and event-driven overlay. Their fund typically takes 10 to 15 positions in small- to mid-cap companies with less than $5 billion in market-cap. Marcato focuses on US and Canadian companies in the business services, retail, real estate and consumer sectors. They intend to hold positions for 2 years. Marcato Capital Management is an activist firm and is included in the SharkWatch50 as one the 50 most prominent activist investors. | Finance |
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