You're signed outSign in or to get full access.
About
Michelle Li is an Investment Analyst at Parnassus Investments, LLC in New York, where she focuses on equity research with a particular emphasis on the consumer sector. She applies advanced analytical techniques to identify market trends, evaluate company fundamentals, and inform portfolio decisions for long-term, responsible investment strategies.
Prior to joining Parnassus in 2023, Michelle honed her expertise as an Investment Associate at Alger, where she worked on equity analysis and financial modeling, and previously began her career in capital markets as a Summer Analyst at Morgan Stanley. Throughout her roles, she has developed significant experience with stock valuation, behavioral aspects of investing, and executing research across a range of asset classes, especially within long-short equity strategies.
Michelle holds a Bachelor of Arts from Yale University, double majoring in Economics and Psychology. Her background enables her to integrate economic analysis with insights into investor behavior, strengthening her capacity to evaluate both quantitative and qualitative drivers in her sector coverage. Michelle’s achievements include guiding key investment decisions and contributing to notable portfolio outcomes at leading asset management firms.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Parnassus Investments | Investment Analyst | Sep 2023 to Present | Consumer coverage |
| Alger | Investment Associate | Jul 2020 to Jun 2023 | Consumer/internet coverage focus—includes mid/large cap ecomm, big box and hardline retailers, apparel, restaurants, specialty retail, luxury, and lodging names. |
| Morgan Stanley | Summer Analyst | Jun 2019 to Aug 2019 | — |
| Morgan Stanley | Capital Markets Summer Analyst | Jun 2018 to Aug 2018 | — |
| Margate Capital Management LP | Investment Analyst | Jun 2017 to Aug 2017 | — |
| Girls Who Invest Intensive Summer Program | Scholar | May 2017 to Jun 2017 | Completed highly selective, rigorous 4-week training program focused on core investment concepts and skills taught by leading business school professors and investment professionals; upon completion, ... |
| Yale Daily News | YTV Editor | Sep 2016 to May 2017 | — |
Education
Yale University
Bachelor of Arts - BA, Double Major in Economics and Psychology
2016 — 2020
Others at Parnassus Investments, LLC (21)
| Name | Role | Location |
|---|---|---|
A Andrew Choi | Portfolio Manager | Los Angeles, CA , United States |
| Vice President, Advisory Consultant | Chicago, IL , United States | |
| Portfolio Manager and Senior Research Analyst | San Francisco, CA , United States | |
| Incoming Research Analyst | San Francisco, CA , United States | |
| Research Analyst | San Francisco, CA , United States | |
J Jean Lu | Managing Director, Research Team Strategy | CA , United States |
L Lori Keith | Director of Research | Oakland, CA , United States |
M Minh Bui | Portfolio Manager | San Francisco, CA , United States |
| Senior Research Analyst | Campbell, CA , United States | |
S Samantha Palm | Portfolio Manager | San Francisco, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Investment Analyst | Meritage Group LP | Chicago, IL , United States | |
R Robert Marani | principal | Meritage Group LP | Aptos, CA , United States |
A Aaron Abrahms | Partner | Jasper Ridge Partners, L.P. | United States |
| Associate | Jasper Ridge Partners, L.P. | Menlo Park, CA , United States |