Mike Chen

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Consumer Services

Finance

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.

Ehemalige bekannte Positionen von Mike Chen

Unternehmen	Position	Ende
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	-

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Beziehungen

Beziehungen ersten Grades

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Unternehmensverbindungen

Private Unternehmen	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