Lydia So
Portefeuillebeheerder-Aandelen bij Seafarer Capital Partners LLC
Profiel
Ms. Lydia So, CFA, is a Portfolio Manager at Seafarer Capital Partners LLC.
She joined the firm in May 2022.
Her career has focused on equity research and portfolio management in emerging markets.
Prior to joining Seafarer, Ms. So was a portfolio manager at Rondure Global Advisors.
Before Rondure, she spent 15 years at Matthews International Capital Management, adviser to the Matthews Asia Funds, where she built and led a team focused on growth-oriented strategies in emerging Asia.
Prior to joining Matthews, she was a Portfolio Associate at Dresdner RCM Global Investors.
She began her career in the investment industry at Kochis Fitz Wealth Management.
She holds a B.A.
in Economics from the University of California, Davis and is a CFA charter holder and a member of the CFA Institute.
Actieve functies van Lydia So
| Bedrijven | Functie | Begin |
|---|---|---|
Seafarer Capital Partners LLC
 Seafarer Capital Partners LLC Investment ManagersFinance Seafarer Capital Partners LLC (Seafarer) is a registered investment advisor headquartered in Larkspur, California. The firm was founded by Andrew Foster and Michelle Foster in 2011. They are principally owned by the Andrew Theodore Foster and Michelle Marie Foster Revocable Living Trust. Seafarer manages investment portfolios for institutional clients which include two US-registered investment companies. | Portefeuillebeheerder-Aandelen | 01-05-2022 |
Eerdere bekende functies van Lydia So
| Bedrijven | Functie | Einde |
|---|---|---|
Rondure Global Advisors LLC
 Rondure Global Advisors LLC Investment ManagersFinance Rondure Global Advisors LLC (Rondure) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Laura Geritz in 2016. Rondure provides discretionary investment management services to the Rondure Funds, a family of no-load mutual funds that are part of the Financial Investors Trust, a series trust. | Portefeuillebeheerder-Aandelen | 01-05-2022 |
Matthews International Capital Management LLC
 Matthews International Capital Management LLC Investment ManagersFinance Matthews International Capital Management LLC (dba Matthews Asia) is an independent SEC-registered investment advisor and mutual fund manager headquartered in San Francisco, California. The firm was founded by Paul Matthews in 1991. Matthews Asia manages portfolios for institutional clients, pension and profit-sharing plans, insurance companies, endowments and foundations and other business entities around the world. Institutional clients include funds registered under the laws of Luxembourg, United Kingdom, Ireland and Canada. | Analyst-Equity | 01-01-2018 |
RCM Capital Management LLC
 RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Corporate Officer/Principal | 31-12-2003 |
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
 Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance San Francisco-based Kochis Fitz Tracy Fitzhugh & Gott, Inc. is a registered investment advisor that provides comprehensive wealth management services to corporate executives, professionals, business owners and other high net-worth clients. | Corporate Officer/Principal | 31-12-2000 |
Opleiding van Lydia So
| University of California, Davis | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 5 |
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RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Finance |
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance San Francisco-based Kochis Fitz Tracy Fitzhugh & Gott, Inc. is a registered investment advisor that provides comprehensive wealth management services to corporate executives, professionals, business owners and other high net-worth clients. | Finance |
Matthews International Capital Management LLC
Matthews International Capital Management LLC Investment ManagersFinance Matthews International Capital Management LLC (dba Matthews Asia) is an independent SEC-registered investment advisor and mutual fund manager headquartered in San Francisco, California. The firm was founded by Paul Matthews in 1991. Matthews Asia manages portfolios for institutional clients, pension and profit-sharing plans, insurance companies, endowments and foundations and other business entities around the world. Institutional clients include funds registered under the laws of Luxembourg, United Kingdom, Ireland and Canada. | Finance |
Seafarer Capital Partners LLC
Seafarer Capital Partners LLC Investment ManagersFinance Seafarer Capital Partners LLC (Seafarer) is a registered investment advisor headquartered in Larkspur, California. The firm was founded by Andrew Foster and Michelle Foster in 2011. They are principally owned by the Andrew Theodore Foster and Michelle Marie Foster Revocable Living Trust. Seafarer manages investment portfolios for institutional clients which include two US-registered investment companies. | Finance |
Rondure Global Advisors LLC
Rondure Global Advisors LLC Investment ManagersFinance Rondure Global Advisors LLC (Rondure) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Laura Geritz in 2016. Rondure provides discretionary investment management services to the Rondure Funds, a family of no-load mutual funds that are part of the Financial Investors Trust, a series trust. | Finance |
