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Profile
Yu Zhou worked as a Global Macro Strategist at Guggenheim Partners Investment Management LLC from 2011 to 2015.
Mr. Zhou worked as an Investment Strategist at Ping An Insurance (Group) Co. of China Ltd. from 2015 to 2016.
Mr. Zhou worked as a Senior Research Analyst at Guotai Junan Securities Co. Ltd. (Broker) from 2016 to 2017.
Mr. Zhou worked as a Portfolio Manager at E Fund Management Co., Ltd. from 2017 to 2024.
Mr. Zhou completed undergraduate studies at China University of Political Science & Law in 2008 and graduate studies at New York University in 2010.
Former positions of Yu Zhou
| Companies | Position | End |
|---|---|---|
E Fund Management Co., Ltd.
 E Fund Management Co., Ltd. Investment ManagersFinance EFM is a research-driven, value-oriented manager which combines active and passive investment approaches to implement in their equity and fixed income strategies. The firm’s Active Equity Investment philosophy strives to discover value on the basis of in-depth research and pursuing long-term and stable excess returns. They currently have four key product strategies to cater for clients with varied risk tolerance and return expectation: Value, Balanced growth, High growth concentration, and Sector funds. EFM’s Passive Equity strategy utilize full replication and enhanced quantitative techniques with a flexible trading model which covers investment spectrum of large-, mid- and small-cap stocks. The firm currently manages over 50% of its fixed income assets for institutional investors. Their Fixed Income strategy uses in-depth research and a combination of top-down and bottom-up approaches to manage risks for clients and creates continuous and stable values. | Portfolio Manager-Equities | 01/08/2024 |
Guotai Junan Securities Co. Ltd. (Broker)
 Guotai Junan Securities Co. Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/02/2017 |
| PING AN INSURANCE (GROUP) COMPANY OF CHINA, LTD. | Corporate Officer/Principal | 01/05/2016 |
Guggenheim Partners Investment Management LLC
 Guggenheim Partners Investment Management LLC Investment ManagersFinance GPIM tailors the investment strategies used on behalf of a client to meet a specific client’s investment objectives. The firm manages client assets using a variety of disciplines within fixed income and equity strategies. | Market Strategist | 01/04/2015 |
Training of Yu Zhou
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
90
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Ping An Insurance (Group) Co. of China Ltd.
 Ping An Insurance (Group) Co. of China Ltd. Multi-Line InsuranceFinance Provides property, casualty and life insurance and other financial services | Finance |
Guotai Junan Securities Co. Ltd. (Broker)
Guotai Junan Securities Co. Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
E Fund Management Co., Ltd.
E Fund Management Co., Ltd. Investment ManagersFinance EFM is a research-driven, value-oriented manager which combines active and passive investment approaches to implement in their equity and fixed income strategies. The firm’s Active Equity Investment philosophy strives to discover value on the basis of in-depth research and pursuing long-term and stable excess returns. They currently have four key product strategies to cater for clients with varied risk tolerance and return expectation: Value, Balanced growth, High growth concentration, and Sector funds. EFM’s Passive Equity strategy utilize full replication and enhanced quantitative techniques with a flexible trading model which covers investment spectrum of large-, mid- and small-cap stocks. The firm currently manages over 50% of its fixed income assets for institutional investors. Their Fixed Income strategy uses in-depth research and a combination of top-down and bottom-up approaches to manage risks for clients and creates continuous and stable values. | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Guggenheim Partners Investment Management LLC
Guggenheim Partners Investment Management LLC Investment ManagersFinance GPIM tailors the investment strategies used on behalf of a client to meet a specific client’s investment objectives. The firm manages client assets using a variety of disciplines within fixed income and equity strategies. | Finance |
China University of Political Science & Law
 China University of Political Science & Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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