Trojan Equity Fund (TEF) Portfolio Managers
Nicholas Bassi graduated from University of Arizona in 2013 with a B.S. in Chemical Engineering. Prior to attending USC Marshall, he worked at Freeport-McMoRan, one of the largest copper producers in the world, where he performed process optimization, project management, and production modeling and forecasting. He first became interested in passive investing after reading John Bogle’s “Common Sense on Mutual Funds” and has since realized a passion for value investing from Warren Buffet’s annual letters. This summer he will be working for Livingstone Partners as an investment banking associate. In his spare time, Nicholas enjoys trying new restaurants and breweries, playing video games and strategy games with friends, and going to music festivals.
Tai Hsu (Michael) Chen
Tai Hsu (Michael) Chen graduated from National Chengchi University in 2012 with a B.S in Money and Banking. Prior to attending USC Marshall, he worked as an equity analyst and a portfolio manager of Yuanta Funds, a leading player in Taiwan's asset management industry. He prefers long-term, growth investing but is exploring and learning more about value investing. His favorite investor is Philip Fisher, and his investment books, Common Stocks and Uncommon Profits. In his spare time, Michael enjoys trading stocks, swimming, and traveling.
Alex Ouligian graduated from U.C. Berkeley in 2012 with a B.A. in history. Prior to attending USC Marshall, he worked as a legal assistant at Dovel & Luner LLP, a law firm, and then as an analyst at Ocean Avenue Capital Partners, a private equity firm. Both firms are located in Santa Monica, CA. Alex has learned about the markets by making personal investments, reading The Intelligent Investor by Ben Graham, passing CFA level 1, and staying up to date on market news. This summer he will be interning at KPMG in its Strategy consulting practice in Silicon Valley. He enjoys traveling, reading, playing the piano, and following politics.