Stephen Fung, MBA
Analyst | Operations Specialist
Stephen Fung joined SaratogaRIM 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 & defense and IT services portions of the portfolios.
Professional Experience
Founded Fung Capital Management LLC in 2000 and managed a private partnership for the firm until 2005
Senior analyst & manager of Asian telecommunications research at Dresdner Kleinwort Benson Securities - Hong Kong
One of the two regional analysts on the Asia-Pacific equity research team at Salomon Brothers that was ranked number one by both Institutional Investor and Asiamoney for their coverage of the Asian telecommunications sector in both 1994 and 1995
Established Salomon Brothers' first convertible bond research venture in Asia
Financial analyst responsible for the worldwide forecast for Hewlett-Packard Company’s inkjet printer product line
Award-winning engineer in the space shuttle program at Rockwell International
Education
University of Pennsylvania The Wharton School
M.B.A. with dual major in Finance, Strategic Management
Santa Clara University
B.S. Physics
Fun Facts
Currently captains several USTA tennis teams
Has published investment research on companies in 10 countries
Became the first profoundly deaf student to graduate from Santa Clara University or The Wharton School
Played rugby at Santa Clara University, then played for several clubs in both Hong Kong and the U.S. (including Belmont Shore RFC) up until the age of 35
Grew up in Hong Kong