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About
Annie L. serves as Managing Partner at Gotham Asset Management, LLC, where she leads strategic investment initiatives and oversees portfolio management across the firm’s various equity strategies. Her key responsibilities include setting investment direction, guiding research teams, and ensuring rigorous risk management protocols are followed within Gotham’s public equities portfolios, with a specific focus on U.S. large-cap and value-oriented stocks.
Prior to joining Gotham, Annie gained substantial experience at Goldman Sachs Group Limited, where she worked in progressively senior roles—first as Staff, then as Project Supervisor—helping to manage client relationships and execute complex equity transactions from 2013 to 2017. Her background equips her with deep expertise in equity research, market analysis, and institutional client engagement, especially within large-cap and special situation assets.
Annie holds a Master in Finance from Columbia Business School and a Bachelor in Economics from Columbia University, providing her with an advanced analytical foundation and broad understanding of capital markets. Her sector expertise centers on public equities, with a notable emphasis on systematic and value investing approaches, contributing to Gotham’s reputation for disciplined stock selection and risk-adjusted performance in the U.S. equity market.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Gotham Asset Management, LLC | Managing Partner | Jan 2017 to Present | Provide investment management services to institutional investors and high net worth individuals Employing Detroit-style fundamental research and quantitative analysis Outstanding performance in stock... |
| Goldman Sachs Group Limited | Project Supervisor | Oct 2015 to Sep 2017 | Goldman Sachs Group provides investment management, securities, asset management, prime brokerage and securities underwriting services. Goldman Sachs is one of the largest investment organizations in ... |
| Goldman Sachs Group Limited | Staff | Nov 2013 to Sep 2015 | Goldman Sachs is one of the largest investment organizations in the world and is also a major proprietary trader and a well-known and commonly known market maker in U.S. Treasury bonds. The Goldman Sa... |
| Goldman Sachs Group Limited | Staff | Sep 2012 to Oct 2013 | Goldman Sachs is headquartered at 200 West Street in Lower Manhattan and has offices in major financial centers around the world. |
Education
Columbia Business School
Master, Finance
2010 — 2012
Columbia University
Bachelor, Economics
2006 — 2010
Others at Gotham Asset Management, LLC (2)
| Name | Role | Location |
|---|---|---|
D David Yau | Analyst | New York, NY , United States |
| Managing Partner | New York, NY , United States |
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