![Mike Chen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Michael Lou Chen worked as an Investment Research Manager at Lourd Capital LLC.
He completed his undergraduate degree from the University of California, Berkeley in 1997 and earned an MBA from The Leonard N Stern School of Business in 2005.
Anciens postes connus de Mike Chen
| Sociétés | Poste | Fin |
|---|---|---|
Lourd Capital LLC
 Lourd Capital LLC Investment ManagersFinance LourdMurray's investment recommendations typically include registered mutual funds, ETFs, and investment-grade bonds with short-term maturities, but may also include separate investments in equities, bonds, cash equivalents, and other instruments. The firm performs both holdings- and returns-based analytics for the construction of portfolios. They look for mutual funds with low management fees, low turnover, a maximum number of holdings relative to comparable benchmark indexes, pure asset class exposure, and low cash percentages. LourdMurray also considers the overlap of securities in the funds and their aggregate global market coverage. They use bonds to dampen the volatility of equities and provide incremental yield. | Analyst-Equity | - |
Formation de Mike Chen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lourd Capital LLC
Lourd Capital LLC Investment ManagersFinance LourdMurray's investment recommendations typically include registered mutual funds, ETFs, and investment-grade bonds with short-term maturities, but may also include separate investments in equities, bonds, cash equivalents, and other instruments. The firm performs both holdings- and returns-based analytics for the construction of portfolios. They look for mutual funds with low management fees, low turnover, a maximum number of holdings relative to comparable benchmark indexes, pure asset class exposure, and low cash percentages. LourdMurray also considers the overlap of securities in the funds and their aggregate global market coverage. They use bonds to dampen the volatility of equities and provide incremental yield. | Finance |
The Leonard N Stern School of Business
 The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
