People

Andrew A. Bogan, PhD Managing Member

Andrew is a Founder and Managing Member of Bogan Associates, LLC.  Prior to managing global equity funds, his background was in scientific research and early-stage venture capital investing.  Andrew manages investments in a variety of science, technology, and infrastructure industries in 20 countries.  In 2014, he was recognised by Wealth & Finance International magazine’s Wealth & Money Management Awards, being named Best Head Fund Manager - Massachusetts.

He has spoken at international investor conferences on the topic of global equity investing in a dozen cities spread over four continents.  Andrew has also been interviewed on live television for CNBC's Strategy Session and Street Signs.   He has previously lived in the European Union, Korea, and Japan. 

Prior to starting Bogan Associates, Andrew was a Venture Partner at Tallwood Venture Capital in Palo Alto, California where he developed and implemented Tallwood's bioscience investment strategy from late 2000 to 2003.  At Tallwood, Andrew sourced investment opportunities, led bioscience due diligence, and made investment recommendations to the partnership.  He was an observer on the board of directors for several portfolio companies in the bioscience and semiconductor industries, including Infinity Pharmaceuticals (NASDAQ: INFI), Inphi (NYSE: IPHI), Signature BioScience, and T-RAM Semiconductor.  Andrew has also made several independent venture capital investments including Amyris (NASDAQ: AMRS), Catalyst Biosciences, and Sunesis Pharmaceuticals (NASDAQ: SNSS).  As a venture capitalist, he was invited to speak at the MIT Sloan Venture Capital and Principal Investment Association and judged business plans for the UCSF BioEntrepreneurship Symposium and for the Princeton University Business Plan Contest.

Before joining Tallwood, Andrew spent the summer of 2000 as a Visiting Scientist at Sankyo Pharmaceuticals in Tokyo, Japan on a National Science Foundation fellowship.  At Sankyo (now Daiichi-Sankyo), he worked in the Exploratory Chemistry Research Laboratory on a series of thiazolidinedione molecules in development to treat type 2 diabetes.  Andrew spent over 6 years doing scientific research at Princeton University, Genentech, UCSF, and Sankyo which led to the publication of half a dozen papers in peer-reviewed scientific journals.  He has given scientific research seminars at Affymax, Tularik (now Amgen), Sankyo, UCSF, and the Korea Institute of Science and Technology. 

Andrew holds an A.B. in Molecular Biology and a Certificate in Materials Science and Engineering from Princeton University.  He earned his Ph.D. in Biophysics from the University of California, San Francisco, where he was a United States Department of Defense Graduate Fellow and recipient of UCSF’s Kozloff Fellowship, awarded for excellence in graduate research.  He has passed the Series 65 Exam. 


 

Thomas R. Bogan, CFA  Managing Member

Tom is a Founder and Managing Member of Bogan Associates LLC.  Tom's extensive investment experience covers more than four decades of investing in a wide range of technology and engineering industries, including semiconductors, electronics, aerospace, machinery, shipbuilding, and infrastructure. In 2014, he was recognised byWealth & Finance International magazine’s Wealth & Money Management Awards, being named Best Head Fund Manager - Massachusetts.

Before starting Bogan Associates, Tom served as interim Director of Research for State Street Research in Boston, Massachusetts in 2003 where he reorganized equity research in preparation for its merger with BlackRock.  Tom was previously Managing Director and Associate Director of Research at Putnam Investments from 1994 to 1999.  At Putnam, Tom pioneered an entirely new approach to mutual fund management as the creator and Portfolio Manager of the Putnam Research Fund.  It was the first mutual fund to empower research analysts to make investment decisions directly while using quantitative techniques to balance the overall portfolio, thus circumventing the traditional role of a portfolio manager altogether.  Under his leadership, the Research Fund grew to $600 million in assets and was among Putnam's best performing and fastest growing funds.  In 1999, Tom placed 33rd in Barron’s Top 100 Fund Managers ranking and the Research Fund subsequently received a 5-star rating from Morningstar. 

Tom left Putnam in 1999 to pursue his vision of creating a fund to invest based directly on fundamental analysis of science and technology companies without the limitations of indexing or the traditional portfolio management process.  That vision was realized in 2004 with the start of the Bogan Science Fund and again in 2006 with the launch of the Bogan Infrastructure Fund. 

Before moving to Boston in 1994, Tom was Senior Analyst and Co-manager of the Research Fund at Lord Abbett & Co. in New York, which was the firm's best performing fund during his tenure.  From 1973 to 1988, Tom was with Alliance Capital Management (now AllianceBernstein) in New York, where he was a semiconductor analyst, Senior Vice President, and Co-manager of the Analysts’ Portfolio Fund.  Tom's career began as an officer in the United States Navy, where he supervised a team of 80 people building nuclear submarines as Production Engineering Superintendent of the Portsmouth Naval Shipyard. 

Tom holds a B.S. in Mechanical Engineering from the Massachusetts Institute of Technology and an M.B.A. from the Wharton School at the University of Pennsylvania.  He is also a Chartered Financial Analyst.