Perfil
Mr. Simon Shi, CFA MBA, is a Deputy Director of Research & Analyst at Kopernik Global Investors LLC.
He is an Analyst covering communication services and generating utilities sectors for Kopernik.
He has been in the investment industry since 2000 and joined Kopernik in 2016.
Mr. Shi was an Investment Manager Research Analyst at Merrill Lynch Global Wealth Management, responsible for selecting international and global equity managers and offering investment advice to the financial advisor community.
Prior to that, he was a Tax Accountant with KPMG LLP.
He earned his Bachelor of Science in Economics from Shanghai University of Finance and Economics, Master of Science in Accounting from Northern Illinois University and MBA from the Stern School of Business at New York University.
He has received the Chartered Financial Analyst designation.
Cargos activos de Simon Shi
| Empresas | Cargo | Inicio |
|---|---|---|
Kopernik Global Investors LLC
Kopernik Global Investors LLC Investment ManagersFinance Kopernik implements their global investment strategies through an active, fundamentals-based, value-oriented process. Their investment discipline seeks to identify potential investments that trade at significant discounts to their intrinsic value. For investment strategies that permit short positions, the firm will short securities of companies that they believe are overvalued by the market, with an emphasis on securities selling at significant premiums to their intrinsic values. Their security selection process is driven by bottom-up fundamental research and is distinguished by industry specialization and fundamental analysis. | Analyst-Equity | 01/01/2016 |
Antiguos cargos conocidos de Simon Shi.
| Empresas | Cargo | Fin |
|---|---|---|
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Corporate Officer/Principal | - |
Merrill Lynch Global Wealth Management Group | Corporate Officer/Principal | - |
Formación de Simon Shi.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 6 |
|---|---|
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Commercial Services |
Northern Illinois University
Northern Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Shanghai University of Finance & Economics
Shanghai University of Finance & Economics Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch Global Wealth Management Group | |
Kopernik Global Investors LLC
Kopernik Global Investors LLC Investment ManagersFinance Kopernik implements their global investment strategies through an active, fundamentals-based, value-oriented process. Their investment discipline seeks to identify potential investments that trade at significant discounts to their intrinsic value. For investment strategies that permit short positions, the firm will short securities of companies that they believe are overvalued by the market, with an emphasis on securities selling at significant premiums to their intrinsic values. Their security selection process is driven by bottom-up fundamental research and is distinguished by industry specialization and fundamental analysis. | Finance |
The Leonard N Stern School of Business
The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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