Ben Sun

Portfolio Manager-Equities at

SAFE Investment Co. Ltd.

Consumer Services

Finance

Profile

Ben Sun is currently working as a Sector Portfolio Manager at SAFE Investment Co. Ltd. He previously worked as a Portfolio Analyst at Chartwell Investment Partners LLC and as a Research Associate at Canaccord Adams, Inc. Dr. Sun has a graduate degree from the University of Pittsburgh, a doctorate from the University of Wisconsin, and an undergraduate degree from the University of Science & Technology of China.
He also has a graduate degree from the Chinese Academy of Sciences.

Ben Sun active positions

Companies	Position	Start
SAFE Investment Co. Ltd. SAFE Investment Co. Ltd. Financial ConglomeratesFinance SAFEIC is an active manager which primarily invests in securities, currencies and commodities with a global geographic focus. The firm aims to preserve the value of China’s foreign exchange by making portfolio investments overseas.	Portfolio Manager-Equities	01/01/2019

All active positions of Ben Sun

Former positions of Ben Sun

Companies	Position	End
Chartwell Investment Partners LLC Chartwell Investment Partners LLC Investment ManagersFinance Chartwell takes a long-term perspective with their investments, maintains focused portfolios, and strives for an increased active share of their holdings to deliver attractive investment performance. Their Equity Investment teams and strategies focus on the inherent inefficiencies available to astute, fundamentally oriented investors in small, mid, and large-cap equities. Fixed Income strategies leverage strong fundamental research capabilities to capitalize on inefficiencies in the investment grade and high yield credit space.	Analyst-Equity	-
Canaccord Adams, Inc. Canaccord Adams, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	30/06/2008

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Training of Ben Sun

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Linked companies

Private companies	7
Chartwell Investment Partners LLC Chartwell Investment Partners LLC Investment ManagersFinance Chartwell takes a long-term perspective with their investments, maintains focused portfolios, and strives for an increased active share of their holdings to deliver attractive investment performance. Their Equity Investment teams and strategies focus on the inherent inefficiencies available to astute, fundamentally oriented investors in small, mid, and large-cap equities. Fixed Income strategies leverage strong fundamental research capabilities to capitalize on inefficiencies in the investment grade and high yield credit space.	Finance
Canaccord Adams, Inc. Canaccord Adams, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Pittsburgh University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Science & Technology of China University of Science & Technology of China Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Chinese Academy of Sciences Chinese Academy of Sciences Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
SAFE Investment Co. Ltd. SAFE Investment Co. Ltd. Financial ConglomeratesFinance SAFEIC is an active manager which primarily invests in securities, currencies and commodities with a global geographic focus. The firm aims to preserve the value of China’s foreign exchange by making portfolio investments overseas.	Finance

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