![Kai Pan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Dr. Kai Pan is an Associate Portfolio Manager at Wasatch Advisors LP.
He joined Wasatch Global Investors in 2019 as a Senior Analyst focused on emerging markets and has over 21 Years of Industry Experience.
Prior to joining Wasatch, Dr. Pan was a sell-side analyst for nine years at Morgan Stanley covering property-and-casualty insurance companies, including Berkshire Hathaway.
From 2004 to 2009, he was a buy-side analyst at New York City-based Stadia Capital, a long/short equity fund that was part of FrontPoint Partners and Morgan Stanley Investment Management.
Before his investment career, he spent five years in Silicon Valley at a start-up company, modeling natural-catastrophe risks.
He received Bachelor’s degrees in Civil and Environmental Engineering from Tsinghua University in Beijing, Master’s and PhD degrees in Structural Engineering from Johns Hopkins University in Baltimore and a Master of Business Administration from New York University Stern School of Business.
Kai Pan active positions
| Companies | Position | Start |
|---|---|---|
Wasatch Advisors LP
 Wasatch Advisors LP Investment ManagersFinance Wasatch develops a fundamental, bottom-up research method that focuses on the long-term growth potential of companies and finding market inefficiencies. The firm initially focused on investing in the stocks of companies with small market capitalizations, and over time has organically evolved into additional asset classes. They select investments for clients based solely on investment considerations, including whether the investments are suitable for the client and consistent with the client’s investment objectives and guidelines. | Portfolio Manager-Equities | 01/04/2019 |
Former positions of Kai Pan
| Companies | Position | End |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/04/2019 |
Stadia Capital LLC
 Stadia Capital LLC Financial ConglomeratesFinance SC uses fundamental, in-house research to select U.S. multi-cap stocks primarily in the financial and retail sectors. | Analyst-Equity | 31/12/2006 |
FrontPoint Partners LP
 FrontPoint Partners LP Investment ManagersFinance FrontPoint Partners employs a variety of hedging strategies including absolute return, multi-strategy, quantitative equity arbitrage, distressed securities, global fixed-income relative value, convertible arbitrage, long/short equity, market neutral, global emerging markets, and quantitative macro. They use fundamental analysis with a bottom-up stock selection approach. In general, the firm invests in the stocks of US companies in the technology services, utilities, industrial services healthcare technology, energy minerals and finance sectors. They invest across all market-caps, with emphasis on the stocks of large-cap companies. FrontPoint Partners maintains a very high turnover rate | Analyst-Equity | - |
Training of Kai Pan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
97
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Wasatch Advisors LP
Wasatch Advisors LP Investment ManagersFinance Wasatch develops a fundamental, bottom-up research method that focuses on the long-term growth potential of companies and finding market inefficiencies. The firm initially focused on investing in the stocks of companies with small market capitalizations, and over time has organically evolved into additional asset classes. They select investments for clients based solely on investment considerations, including whether the investments are suitable for the client and consistent with the client’s investment objectives and guidelines. | Finance |
FrontPoint Partners LP
FrontPoint Partners LP Investment ManagersFinance FrontPoint Partners employs a variety of hedging strategies including absolute return, multi-strategy, quantitative equity arbitrage, distressed securities, global fixed-income relative value, convertible arbitrage, long/short equity, market neutral, global emerging markets, and quantitative macro. They use fundamental analysis with a bottom-up stock selection approach. In general, the firm invests in the stocks of US companies in the technology services, utilities, industrial services healthcare technology, energy minerals and finance sectors. They invest across all market-caps, with emphasis on the stocks of large-cap companies. FrontPoint Partners maintains a very high turnover rate | Finance |
Stadia Capital LLC
Stadia Capital LLC Financial ConglomeratesFinance SC uses fundamental, in-house research to select U.S. multi-cap stocks primarily in the financial and retail sectors. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Johns Hopkins University
 The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tsinghua University
 Tsinghua University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Leonard N Stern School of Business
 The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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