Profile: Specializing in value-oriented sectors within the U.S. equity market, such as Consumer Goods and Healthcare. Proficient in identifying undervalued stocks through financial statement analysis, with robust financial modeling skills and a rigorous, in-depth approach to industry research. Well-versed in U.S. stock trading regulations and the principles of creating investor education content; a versatile Junior Analyst capable of effectively balancing both investment research and investor education responsibilities.

Education: University of Pennsylvania, Wharton School | B.S. in Finance; Carnegie Mellon University | M.S. in Quantitative Finance; CFA Level II Candidate.

Professional Qualifications: Licensed Securities Investment Analyst; Certified U.S. Equity Value Investor.

Work Experience: U.S. Value-focused Private Equity Firm | U.S. Consumer & Healthcare Analyst | 2 Years; Securities Firm Asset Management Division | Industry Research Assistant | 1 Year.

Track Record: Between 2023 and 2025, successfully identified 15 undervalued stocks within the Consumer and Healthcare sectors, with the top-performing stock generating a return exceeding 12-fold.

During the 2024 earnings season, accurately predicted earnings inflection points for several industry-leading companies; the stocks recommended during this period yielded an average return exceeding 220%.

Authored 10 comprehensive research reports on the U.S. Consumer Healthcare industry, several of which have been incorporated into the team’s core investment research database.