Our team

   Chen Xu

Portfolio Analyst
Master of Management in Finance, McGill University
Bachelor of Business Administration, Fu Jen Catholic University


As a portfolio analyst in our team, Chen performs fundamental research and analysis on potential investment opportunities across the emerging markets and ethical investment universe. She evaluates companies that fit our investment criteria from a business and a financial point of view.

Originally from the Houzou Region of China, Chen completed her Bachelor’s in Business Administration at Fu Jen Catholic University in Taiwan. She has earned scholarships for academic excellence as well as a Beta Gamma distinction by AACSB International, the highest distinction for business students. During that period, Chen interned as a corporate finance and investment banking analyst in banks based in Huzhou and Hong Kong. She subsequently obtained a Master’s of Management in Finance from McGill University, where she was the recipient of an entrance scholarship. 

During her time at McGill, Chen was active in the Desautels Capital Management Alpha Square fund, a student investment club, specializing in the healthcare sector, where she developed investment theses, built financial models and calculated risk.