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About
Huy Nhu is currently an Equity Research Associate at The Haverford Trust Company, based in Philadelphia, PA, where he is responsible for providing fundamental analysis and investment research to support the firm's Quality Investing equity strategies. His role involves evaluating public companies, constructing investment theses, and analyzing sector and industry trends to inform the portfolio management team. Huy's research primarily focuses on U.S. equities, with an emphasis on large- and mid-cap stocks within diversified sectors.
Prior to joining The Haverford Trust Company in 2021, Huy gained valuable experience as a Financial Analyst at Goldman Sachs and as an Investment Intern at Penn Mutual Asset Management, where he honed his analytical skills and developed expertise in financial statement analysis, valuation, and the broader asset management industry. Across these roles, he has acquired in-depth knowledge of investment management, risk analysis, and security selection processes.
Huy holds a degree from Drexel University, where his studies reinforced his expertise in finance and investment analysis. He is known for his disciplined, data-driven approach to equity research and his strong commitment to producing actionable insights for institutional investors at Haverford.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | Equity Research Associate | Jan 2021 to Present | • $14 billion AUM equity-focused buy-side fund |
| Goldman Sachs | Financial Analyst | Jan 2020 to Jan 2021 | • Private wealth management division |
| Penn Mutual Asset Management, LLC | Investment Intern | Apr 2018 to Sep 2018 | • $29 billion AUM fixed income buy-side fund |
Education
Drexel University
Others at Haverford Trust Co. (37)
| Name | Role | Location |
|---|---|---|
| Investment Officer | Blue Bell, PA , United States | |
| Sr. Investment Officer | Wayne, PA , United States | |
| Investment Officer | Wayne, PA , United States | |
C Christine Walker | Vice President and Portfolio Manager | Philadelphia, PA , United States |
C Connor Newlin | Investment Officer | Philadelphia, PA , United States |
D David Moniz | Vice President and Portfolio Manager | Wayne, PA , United States |
D Diane DePew | Investment Officer | United States |
| Vice President and Portfolio Manager | Wayne, PA , United States | |
| Portfolio Manager | Wayne, PA , United States | |
| V.P., Portfolio Manager and Sr. Research Analyst | Wayne, PA , United States |
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