JL

Jeff Lu

Jeff Lu received his MBA degree in Finance from Yale School of Management, and Master of Science and Master of Philosophy degree in Cell Biology from Yale School of Medicine. Mr. Lu has worked as a research analyst and portfolio manager with Franklin Investments, AIG and China Asset Management, each managing multi-billion dollar assets for retail and institutional clients. Using the method of evidence-based scientific research, Jeff conducted his search for investment ideas in a similar fashion. Once an experienced biotech and pharmaceutical industry analyst, Jeff has developed his skill and knowledge in investing in energy, material, industrial and technology sectors. He traveled to Russia, Brazil, Turkey, Kuwait, Chile, UAE, Canada, Australia, US, Britain, France, Belgium, Swiss to visit companies and meet with management. He successfully managed global equity portfolio for clients that significantly outperformed corresponding benchmark in recent years. He authored the book The Wall Street Missed.


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