Charlie Wang, CFA

Research Analyst

Start Date
Industry: 2018
KAR: 2024
Research Experience: 2020
Education

B.S. Industrial Engineering, Northwestern University

Prior Work Experience
  • Investment Analyst – One01 Capital
  • Senior Equity Research Associate – Dodge & Cox
  • Investment Banking Analyst – Barclays

What Do You Enjoy Most About Your Job?
I’ve been drawn to high-quality companies since the beginning of my investment career, even before I knew it was called quality investing. I enjoy studying the moats of different businesses and what makes them grow or shrink over time, as well as learning from the people who run high-quality companies. I believe that the highest-quality businesses are like rare gems, and finding them is like a treasure hunt.

 

What Do You Enjoy Most About Working at KAR?

I love that our investment philosophy is fully aligned at KAR – focused on evaluating business qualities such as competitive advantage, the ability to generate high returns, capital allocation, and management quality, along with sharing a long-term investment horizon. This alignment makes interactions much easier, as we are all on the same page about what to focus on and, perhaps more importantly, what to ignore. My colleagues at KAR are also smart, knowledgeable, caring, and humble, making it truly enjoyable to spend time with them at work.

What Are You Involved in Outside of Work?

I love spending time with family and friends, traveling, and exploring new restaurants in the area.

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

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