Experience 7 Years
As a member of GW&K’s global small cap investment team, Lulu works closely with portfolio managers and research analysts to uncover attractive investment opportunities as a sector generalist primarily covering companies in North America. She is also a member of the firm’s Investment Committee.
Throughout her career, Lulu has garnered extensive experience covering the Industrials and Health Care sectors at Capital Group and Millennium Management.
Lulu graduated with a Bachelor of Science from Cornell University in Industrial and Labor Relations. She is a CFA® charterholder and a member of the CFA Institute and is fluent in Mandarin Chinese.
As a flat organization with a strong entrepreneurial culture our people can showcase their individual talents and thrive together in an open and collaborative environment. GW&K is truly a special place where everyone can be their authentic selves and think independently while working towards a common goal - to be there for our clients.