Our Approach

YUSIF is run by Chief Investment Strategist, GianPiero Gigliotti (BBA’18), and Portfolio Manager, James Jung (BBA’18) with the help of 6 Senior Analysts and 14 Junior Analysts.

The Chief Investment Strategist and Portfolio Manager are responsible for creating YUSIF’s investment strategies and asset allocation. Senior Analysts are responsible for creating their own investment strategies in their assigned sectors and a team of Junior Analysts will help them implement these strategies.

The YUSIF hosts stock pitch meetings on a bi-weekly basis during the school year since its establishment and each meeting is consisted of 3 to 4 stock pitches prepared by the Analyst teams. The meeting is public and everyone is welcome to attend, and after each meeting, the Chief Investment Strategist and Portfolio Manager will give feedbacks to the analyst teams and decide if the new securities pitched by the analysts are in accordance with the overall investment strategies, and whether they should be added to the portfolio.

Executive Team

GianPiero Gigliotti, BBA 2018

GianPiero Gigliotti, BBA 2018

Chief Investment Strategist

James Jung, BBA 2018

James Jung, BBA 2018

Portfolio Manager

Senior Analysts

Jerry Zhang, iBBA 2018

Jerry Zhang, iBBA 2018

Senior Analyst - Industrials

Christopher Hon, BBA 2018

Christopher Hon, BBA 2018

Senior Analyst – Consumers

Waqar Din, BBA 2018

Waqar Din, BBA 2018

Senior Analyst – Financial Institutions Group

Harsh Ojha, BBA 2019

Harsh Ojha, BBA 2019

Senior Analyst - Yield

Adrian Lau, BBA 2018

Adrian Lau, BBA 2018

Senior Analyst – TMT & Healthcare

Shaan Patel, BBA 2019

Shaan Patel, BBA 2019

Senior Analyst – Natural Resources

Junior Analysts

Deven Thakkar, BBA 2019

Deven Thakkar, BBA 2019

Junior Analyst - Industrials

Justina Ha, BBA 2019

Justina Ha, BBA 2019

Junior Analyst - Industrials

Jonathan Chan, BBA 2019

Jonathan Chan, BBA 2019

Junior Analyst – Consumers

Vlad Preobrazhensky, BBA 2020

Vlad Preobrazhensky, BBA 2020

Junior Analyst – Consumers

Ashok Sivamohan, BBA 2018

Ashok Sivamohan, BBA 2018

Junior Analyst – Financial Institutions Group

Alexandre Rheault, iBBA 2019

Alexandre Rheault, iBBA 2019

Junior Analyst – Financial Institutions Group

Abiram Kanagasabai, BBA 2020

Abiram Kanagasabai, BBA 2020

Junior Analyst – Financial Institutions Group

Alina Yao, BBA 2019

Alina Yao, BBA 2019

Junior Analyst – Yield

Arun Sharma, BBA 2020

Arun Sharma, BBA 2020

Junior Analyst – Yield

Kevin Wu, BBA 2020

Kevin Wu, BBA 2020

Junior Analyst – TMT & Healthcare

Daniel You, BBA 2018

Daniel You, BBA 2018

Junior Analyst – TMT & Healthcare

Sara Troka, BBA 2019

Sara Troka, BBA 2019

Junior Analyst – Natural Resources

JT Paliwal, BBA 2019

JT Paliwal, BBA 2019

Junior Analyst – Natural Resources

Morven Chan, BBA 2019

Morven Chan, BBA 2019

Junior Analyst – Natural Resources

Marketing

Vivian Huynh, BBA 2019

Vivian Huynh, BBA 2019

VP of Marketing

Alex Tankilevich, BBA 2019

Alex Tankilevich, BBA 2019

Marketing Associate

Sherri Tran, BBA 2020

Sherri Tran, BBA 2020

Marketing Associate

Operations

Quincy Ng, BBA 2018

Quincy Ng, BBA 2018

VP of Operations

Bryan Chen, BBA 2019

Bryan Chen, BBA 2019

Director of Operations

Our analyst team is second to none and is prepared to meet our goal.

Our analysts were rigorously selected from a wide pool of applicants, and have shown their worth through their investment theses that have yielded positive alpha returns vis-a-vis our benchmark index. Our culture is one that stresses learning for the sake of learning, continual improvement, constructive criticism, and questioning everything. Our team members have responded well to the challenge of meeting our shared high expectations, and our positive performance is evidence of this.