About Michael and His Firm
Michael Zhuang is founder and principal of MZ Capital, a fee-only registered investment advisor firm located in the Greater Washington D.C. metropolitan area.
Education
Michael earned dual Master’s Degrees in Mathematics and Quantitative Finance from Carnegie Mellon University. He was also a Ph.D. candidate in Financial Economics. That was more than 20 years ago. Three years ago he decided to go back to school and he got an Executive MBA degree from Oxford University.
Work experience
Michael founded MZ Capital in 2005 and has been its principal advisor since then.
From 1999 to 2000, Michael worked as a financial engineer for Societe Generale, the biggest French banking group. From 2000 to 2003, Michael was hired by PG&E National Energy Group to launch their weather derivatives trading business.
Civic involvements
There are too many to recount so let’s just mention two. Michael was Treasury for Montgomery Hospice for three years. Prior to that, he was a board member. Prior to the Pandemic, Michael brought many comedy shows to his town of Bethesda.
Investment philosophy
Michael’s investment philosophy is deeply influenced by three people: Warren Buffet on value-orientation and patience, David Swensen on multi-asset-class investing and decision framework, and John Bogle on minimization of costs for clients and stewardship of clients’ money.
Writings
Michael is Amazon Bestselling Author of two books. He also blogs at The Investment Fiduciary.
Personal life
Michael is very into longevity and shriving living. His favorite pastime is improvised theater and improvised musical.
To find out more about Michael and his services, schedule a 2nd opinion review with him.
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3 Responses to "About Michael and His Firm"
March 31, 2009 at 7:46 pm
Aron,
The most important research is Fama and French’s 92 paper “The Cross-Section of Expected Stock Returns”. Also study Fama and French’s three-factor model, which is intimately related to the subject of your interest.
Prof. Ken French also maintains a data library you can use for your research.
http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/data_library.html
June 9, 2011 at 4:26 am
Dear Michael,
I am impressed with your work over here. I am currently building (not complete yet) a website regarding investment management mainly influence by Warren Buffett as well. I hope you can have a look at investment management and link to me?
Give me some opinion and advice?
Thanks Michael
Cheers,
Joe Kok
The Investment Scientist 
March 31, 2009 at 3:03 pm
Dear Mr Zhuang,
I came across plenty of your articles on the investmentscientist.com and especially articles regarding small cap stocks vs. large cap stocks are of great interest to me. The topic I’m the most interested in is whether investments in small cap value stocks would have been more profitable during a long period of time (especially during the current recession) than investments in large cap value stocks. I’m currently doing my Masters of Science in Corporate Finance and Investment in London and my dissertation is dealing with a very similar topic. My question is whether you could advise me concerning other articles of yours or books, journals etc. which deal with this topic and could be of great value to me.
Thank you in advance for your response and I’m looking forward hearing from you
Best Regards
Aron Balog