About
Kevin Zhu is a Senior Analyst at Ranger Investment Management in Dallas, Texas, where he focuses on investment research for the industrials, materials, and business services sectors. He joined the firm in 2021 and brings over 12 years of experience in equity analysis, primarily supporting Ranger’s small- and micro-cap growth strategies.
Previously, Kevin held senior roles including Principal at Rich Vast Group and Investment Associate at Citadel’s Surveyor Capital, in addition to serving as an Investment Banking Analyst at Guggenheim Securities. His career has consistently centered on fundamental equity research and portfolio evaluation across a broad range of industrial and business service companies.
Kevin earned his B.S. in Economics, cum laude, with a concentration in Finance from The Wharton School at the University of Pennsylvania. He is recognized for his deep expertise in identifying high-quality, growth-oriented businesses and contributing to award-winning investment strategies at Ranger, most notably in micro-cap and small-cap U.S. equities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ranger Investment Management | Senior Analyst | Mar 2021 to Present | Long-only investment manager Focused on investing in quality growth companies |
| L&F Capital | Principal | Jan 2017 to Present | — |
| Citadel LLC | Investment Associate | Jun 2015 to Jun 2017 | Market-neutral hedge fund Covered telecom, cable, media, and business services companies |
| H.I.G. Capital | Associate | Aug 2014 to May 2015 | — |
| Guggenheim Securities | Investment Banking Analyst | Jul 2012 to Jul 2014 | M&A and strategic transactions in the media and retail sectors Select deals: The Walt Disney Company’s $4.05bn Acquisition of Lucasfilm Ltd. The Walt Disney Company, NBC Universal, and 21st Century Fo... |
| Harris Williams | Investment Banking Summer Analyst | Jun 2011 to Aug 2011 | — |
| Hearts & Bones Animal Rescue | CFO and Director | Feb 2017 to Present | Hearts & Bones Rescue is a 501(c)(3) non-profit foster-based rescue with dual bases in New York City, NY and Dallas, TX. We are dedicated to ending the needless euthanasia of shelter dogs through dire... |
| Lunia Capital | Investment Analyst | Sep 2020 to Mar 2021 | Market-neutral hedge fund Covered payments, fintech, and business services companies |
| Richvast Group | Partner | Sep 2018 to Apr 2020 | Real estate development |
| CMF Associates, LLC | M and A Team Intern | Jun 2010 to May 2011 | — |
Education
The Wharton School
2008 — 2012
Skills & Expertise
Others at Ranger Investment Management, L.P. (5)
| Name | Role | Location |
|---|---|---|
| President and Portfolio Manager | Dallas, TX , United States | |
| Head Trader, Partner | Dallas, TX , United States | |
| Portfolio Manager | United States | |
C Conrad Doenges | Chief Investment Officer and Portfolio Manager | Dallas, TX , United States |
D Devin Holland | Senior Analyst | TX , United States |