Sign In

Vivian Chen

Portfolio Manager at Marram Investment Management

Vivian Y. Chen, CFA is the Portfolio Manager at Marram Investment Management.12 She has extensive experience in the investment industry, including:

  1. Over half a decade as a senior-level investment professional at Karlin Asset Management, a billionaire's private investment office named Institutional Investor's 2013 Family Office of the year.1

  2. Previous roles at Morgan Stanley & Co in Investment Banking, Equity Research at Credit Suisse First Boston, and Private Wealth Management at Merrill Lynch.1

  3. Graduate of the University of Chicago with an A.B. in Economics and a Chartered Financial Analyst (CFA) designation.1

Chen currently manages Marram's investment portfolio, which appreciated +19.3% (net of fees) in 2024 and has generated a +584.5% cumulative return since inception.2 She focuses on long-term wealth growth and maintains a unique fee structure with separate accounts and no lock-up to ensure alignment with investors' interests.2

Chen also serves as the Managing Editor of Portfolio Management Jar, a web-based database of portfolio construction and management wisdom from great investors.1 In this capacity, she has interviewed and met many legendary investors, studying their capital allocation and compounding strategies.1

Highlights

Feb 4 · seekingalpha.com
Marram Investment Management Q4 2024 Investor Letter

Related Questions

What are some of Vivian Chen's most notable investment strategies?
How has Vivian Chen's career evolved over the years?
What makes Marram Investment Management unique compared to other investment firms?
Can you provide examples of successful investments managed by Vivian Chen?
What educational background does Vivian Chen have?
Vivian Chen
Vivian Chen, photo 1
Vivian Chen, photo 2
Add to my network

Location

Greater Los Angeles Area