Uvan Tseng

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Consumer Services

Profile

Mr. Uvan Tseng, CFA MBA, is a Senior Vice President at Callan LLC.
He works with a variety of fund sponsor clients including corporate defined contribution plans and corporate and public pension plans.
His responsibilities include client service, investment manager reviews, performance measurement, research and continuing education, business development and coordination of special client proposals and requests.
Mr. Tseng is a member of Callan’s Inclusion, Defined Contribution and ESG Committees.
He is a shareholder of the firm.
Prior to joining Callan, Mr. Tseng held positions as a Research Analyst/Associate Portfolio Manager at Armory Advisors and as an Associate Portfolio Manager at Fan Asset Management.
Prior to that, he was a Financial Advisor with Morgan Stanley.
He began his career at Franklin Templeton in the corporate management training program.
He received his BA in Business Economics degree from the University of California, Santa Barbara and his MBA in Finance from Santa Clara University.
He is also a holder of the Chartered Financial Analyst designation, a member of CFA Institute and the CFA Society of San Francisco.

Former positions of Uvan Tseng

Companies	Position	End
Fan Asset Management LLC Fan Asset Management LLC Investment ManagersFinance Fan Asset Management's investment philosophy is to add value through their General Capital Asset Pricing Model (GCAPM), which relies on the premise that if an asset's expected return increases and/or its beta-risk premium decreases, higher asset prices will follow. The firm employs top-down analysis of the capital markets macro environments and bottom-up analysis of individual firms' fundamentals to construct superior portfolios relative to any given investment mandate at any point in time. Their Sustainable Earnings Growth (SEG) strategies look for assets that have stronger earnings fundamentals and are under more favorable macro economic and business environments. The strategy involves both top-down relative style/sector allocation and bottom-up stock selection. Fan Asset Management's SEG product offerings include Large Cap Growth and Mid Cap Growth. The firm's Enhanced Micro Cap Index Fund strategy is an enhanced index fund strategy that creates an exposure in the micro-cap segment of the capital market with an enhanced alpha. Fan Asset Management's Tactical Style Beta (TSB) Strategies are top-down asset allocation strategies that allocate capital among the capital market's canonical asset classes and equity styles. These product offerings include Large Cap Style Allocation and Large/Small Cap Rotation strategy.	Analyst-Equity	15/01/2005
Franklin Templeton Distributors, Inc. Franklin Templeton Distributors, Inc. Financial ConglomeratesFinance Provides fund management services	Corporate Officer/Principal	-
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Armory Advisors LLC Armory Advisors LLC Investment ManagersFinance Armory Advisors focuses on special situations in the event-driven, distressed universe. The firm aims to achieve superior, uncorrelated returns by investing in troubled companies with the proper fundamentals for a successful turnaround. Armory Advisors’ funds invests in a wide variety of securities including bank debt, bonds, convertible bonds, trade claims, preferred stock, and common stock. Their emphasis is on smaller capital structures and market capitalizations, where inefficiencies tend to be greater. The portfolio is constructed using a bottom-up approach, based on fundamental research of specific credits. Investments are fairly concentrated, and risk management is achieved through strict adherence to style, with a focus on fundamental balance sheet analysis and cash-flow valuation.	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Franklin Templeton Distributors, Inc. Franklin Templeton Distributors, Inc. Financial ConglomeratesFinance Provides fund management services	Finance
Armory Advisors LLC Armory Advisors LLC Investment ManagersFinance Armory Advisors focuses on special situations in the event-driven, distressed universe. The firm aims to achieve superior, uncorrelated returns by investing in troubled companies with the proper fundamentals for a successful turnaround. Armory Advisors’ funds invests in a wide variety of securities including bank debt, bonds, convertible bonds, trade claims, preferred stock, and common stock. Their emphasis is on smaller capital structures and market capitalizations, where inefficiencies tend to be greater. The portfolio is constructed using a bottom-up approach, based on fundamental research of specific credits. Investments are fairly concentrated, and risk management is achieved through strict adherence to style, with a focus on fundamental balance sheet analysis and cash-flow valuation.	Finance
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Fan Asset Management LLC Fan Asset Management LLC Investment ManagersFinance Fan Asset Management's investment philosophy is to add value through their General Capital Asset Pricing Model (GCAPM), which relies on the premise that if an asset's expected return increases and/or its beta-risk premium decreases, higher asset prices will follow. The firm employs top-down analysis of the capital markets macro environments and bottom-up analysis of individual firms' fundamentals to construct superior portfolios relative to any given investment mandate at any point in time. Their Sustainable Earnings Growth (SEG) strategies look for assets that have stronger earnings fundamentals and are under more favorable macro economic and business environments. The strategy involves both top-down relative style/sector allocation and bottom-up stock selection. Fan Asset Management's SEG product offerings include Large Cap Growth and Mid Cap Growth. The firm's Enhanced Micro Cap Index Fund strategy is an enhanced index fund strategy that creates an exposure in the micro-cap segment of the capital market with an enhanced alpha. Fan Asset Management's Tactical Style Beta (TSB) Strategies are top-down asset allocation strategies that allocate capital among the capital market's canonical asset classes and equity styles. These product offerings include Large Cap Style Allocation and Large/Small Cap Rotation strategy.	Finance
Santa Clara University Santa Clara University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Santa Barbara University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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