Watch as Billy Hwan, CPA, CFA, Portfolio Manager, Parnassus Endeavor Fund, Parnassus Investments, discusses ESG and the Parnassus Endeavor Fund, a concentrated portfolio of large capitalization US value stocks with WealthManagement.com
Diana Britton is the Managing Editor of WealthManagement.com, covering asset management and independent broker/dealers from all angles. A native of Los Angeles, she now lives in Queens, N.Y.
Billy Hwan is the Portfolio Manager of the Parnassus Endeavor Fund and a Senior Research Analyst. Mr. Hwan has responsibility for portfolio management for the firm’s Endeavor strategy. He joined Parnassus Investments in 2012 after serving as a Parnassus research intern. His prior experience includes equity research at Dodge & Cox in San Francisco and at the Government of Singapore Investment Corporation. Mr. Hwan received his bachelor's degree in engineering from Stanford University and a master's degree in accountancy from the University of Houston. He graduated with honors from the University of California, Berkeley with his master's degree in business administration. Mr. Hwan holds the CPA and CFA designations, and was a former Blakemore Freeman Fellow.
Founded in 1984, Parnassus Investments is an investment management company based in San Francisco, CA. The firm invests responsibly to build wealth for its clients by selecting businesses that the investment team believes have increasingly relevant products or services, sustainable competitive advantages and quality management teams for their high conviction portfolios. Every investment must meet rigorous fundamental and environmental, social and governance (ESG) criteria.