Steve Fung
Analyst-Equity at Saratoga Research & Investment Management
Profile
Mr. Stephen Y.
Fung is an Analyst & Operations Specialist at Saratoga Research & Investment Management.
He joined Saratoga in 2006.
He is co-portfolio manager for the firm's equity strategies and has primary research, security selection and trading responsibilities for the aerospace & defence and IT services portions of the portfolios.
Mr. Fung was employed as an Analyst by Salomon Brothers Asset Management Asia Pacific Ltd., a Principal by Rockwell International Corp., and a Financial Analyst by HP, Inc.
He received his B.S.
Physics from Santa Clara University and an MBA with dual major in Finance, Strategic Management from The Wharton School of the University of Pennsylvania.
Steve Fung active positions
| Companies | Position | Start |
|---|---|---|
Saratoga Research & Investment Management
 Saratoga Research & Investment Management Investment ManagersFinance Saratoga Research & Investment Management (SaratogaRIM) is an independent, SEC-registered investment advisor headquartered in Saratoga, California. The firm was founded by Kevin Tanner in 1995. SaratogaRIM manages separately managed accounts for high-net-worth individuals, retirement accounts, trusts, endowments and foundations across the US. They also oversee investment models on model delivery platforms across the US and Canada. | Analyst-Equity | 2005-12-31 |
Former positions of Steve Fung
| Companies | Position | End |
|---|---|---|
| Salomon Brothers Asset Management Asia Pacific Ltd. | Corporate Officer/Principal | 1995-12-30 |
| Rockwell International Corp. | Corporate Officer/Principal | 1991-07-30 |
| HP INC. | Corporate Officer/Principal | - |
Training of Steve Fung
| Santa Clara University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| HP INC. | Electronic Technology |
| Private companies | 3 |
|---|---|
Saratoga Research & Investment Management
Saratoga Research & Investment Management Investment ManagersFinance Saratoga Research & Investment Management (SaratogaRIM) is an independent, SEC-registered investment advisor headquartered in Saratoga, California. The firm was founded by Kevin Tanner in 1995. SaratogaRIM manages separately managed accounts for high-net-worth individuals, retirement accounts, trusts, endowments and foundations across the US. They also oversee investment models on model delivery platforms across the US and Canada. | Finance |
| Salomon Brothers Asset Management Asia Pacific Ltd. | Finance |
| Rockwell International Corp. | Electronic Technology |
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