JONATHAN IU, CFA
CHIEF INVESTMENT OFFICER
RESPONSIBLE FOR PORTFOLIO MANAGEMENT & TRADING
  • Over 23 years fund management and investment analysis experience; 6 years at UBS Asset Management in London and Singapore
  • 4 years sales-side research as top rated tech and telecoms analyst, SG Cowen and Cazenove Securities, Hong Kong
  • MBA, Columbia Business School, specializing in value investing at The Heilbrunn Center for Graham & Dodd Investing
Shu Fan Lee
Chief Operating Officer
Responsible for portfolio management and operations
  • Over 25 years asset management and investment advisory experience
  • 15 plus years investment management experience in special situations, private equity and alternative investments
  • 6 years senior investment bankers, W.I. Carr and Nikko Securities, responsible for all Asian (ex-Japan) equity capital market transactions
  • 3+ years as CFO and Board Director of HK Listed Company
  • JD, The American University Washington College of Law; BA in Economics, State University of New York

 

Paul Snelgrove – Head of Research
Responsible for Idea Generation
  • Over 20 years fund management and investment analysis experience; 14 years sales-side and 6 years buy-side experience
  • Top rated industrial and mid cap analyst including spells at CLSA, Macquarie and SG Securities
  • Co-Founder of Tarascon Capital as well as Head of Research at long-only small cap fund/managed account business, GCIS Limited
 
Our CIO and Team
seasoned industry professionals 经验丰富的专业人士
创富首席投资官与团队
姚伟程, 特许金融分析师
首席投资官
负责投资组合管理和交易
  • 23年以上基金管理与投资分析经验; 在伦敦与新加坡瑞银资产管理具有6年工作经验
  • 在位于香港的 SG Cowen 和 Cazenove Securities 担任顶级科技和电信分析师,拥有4年的销售层面研究经验
  • 获得哥伦比亚商学院工商管理硕士学位,在赫尔布伦-格雷厄姆和多德投资中心专门从事价值投资
Shu Fan Lee
首席营运官
负责投资组合管理和营运
  • 25年以上的资产管理和投资咨询经验
  • 15年以上的特殊情况投资、私人产权投资及替代投资管理经验
  • 高级投资银行家,负责全亚洲(日本除外)的股本资本市场交易
  • 就职3年多为首席财务官与香港上市公司董事
  • 美国华盛顿大学法学院法学博士; 纽约州立大学经济学学士学位

 

Paul Snelgrove
研究主管
负责创意思想
  • 20多年的基金管理与投资分析经验; 14年销售方及6年购买方经验
  • 最高评分产业与中等资本分析专家, 曾经受雇过 CLSA, Macquarie 和 SG Securities
  • 创富联合创始人以及GCIS Limited的长期小额基金/管理账户业务研究主管