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Profil
Ms. Lisa Xinnan Li is Investment Analyst at Traub Capital Management LLC.
Ms. Xinnan Li holds a BS degree of Economics & International Trade from Sichuan University and is currently completing her MS of Financial Service and Banking at Suffolk University, Boston.
She has abundant experience in spreadsheet analysis from her experience working at a real estate investment company, public accounting firm, and commercial bank.
Ms. Xinnan Li is now working toward her CFA certificate.
Anciens postes connus de Lisa Xinnan Li
| Sociétés | Poste | Fin |
|---|---|---|
Traub Capital Management LLC
 Traub Capital Management LLC Investment ManagersFinance TCM is a long-term investor which focuses primarily on maximizing returns relative to risk via a value-oriented and quantitatively based individual stock selection process. They use quantitative analysis to identify potential holdings and the stock holdings are likely to possess characteristics such as reasonable price multiple levels relative to expected earnings and cash flow growth. They also reflect current interest rates and risk premiums appropriate to the given security. When investing in mutual funds, TCM analyzes expense ratios and sales charges, as well as past performance and their expectation of future results based on their qualitative analysis of the fund manager's approach. The firm also utilizes closed-end funds and ETFs where an additional key factor is the premium or discounts the fund trades at relative to its underlying assets. | Analyst-Equity | - |
Formation de Lisa Xinnan Li
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Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
53
Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Arizona State University
 Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Traub Capital Management LLC
Traub Capital Management LLC Investment ManagersFinance TCM is a long-term investor which focuses primarily on maximizing returns relative to risk via a value-oriented and quantitatively based individual stock selection process. They use quantitative analysis to identify potential holdings and the stock holdings are likely to possess characteristics such as reasonable price multiple levels relative to expected earnings and cash flow growth. They also reflect current interest rates and risk premiums appropriate to the given security. When investing in mutual funds, TCM analyzes expense ratios and sales charges, as well as past performance and their expectation of future results based on their qualitative analysis of the fund manager's approach. The firm also utilizes closed-end funds and ETFs where an additional key factor is the premium or discounts the fund trades at relative to its underlying assets. | Finance |
