William (Wenjun) Yang, CFA®, MBA

Principal, Portfolio Manager

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Mr. Yang, a CFA® charterholder and MBA, is responsible for management of the firm’s Core International ADR Strategy. Mr. Yang provides support to the firm-wide investment process, including fundamental and international research.

Mr. Yang has over 20 years’ experience in the international market investing. Mr. Yang has designed and implemented a comprehensive investment process encompassing idea generation and fundamental research to portfolio management and sell discipline. He started his investment career in 2002 as a financial analyst for Shenying & Wanguo Security (based in Shanghai, China). He then served as portfolio manager for Boston Private Wealth International ADR strategy from 2004 to 2016 and portfolio manager for River Road Asset Management International ADR and International Ordinary strategies from 2016 to 2024.

Mr. Yang is an active member of the CFA Society of Louisville and is involved with several community organizations focused on culture and youth education.

Joined F.L.Putnam in 2024.

Education

MBA, Texas Christian University

MS Economics, Shanghai Institute of Foreign Trade

BSc Engineering, Shanghai Jiao Tong University

Affiliation:

CFA Society of Louisville