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About
Joshua Lee is an Analyst at Ruane Cunniff LP in New York, having joined the firm full-time in 2024. In his current role, he conducts fundamental investment research and analysis to support portfolio decisions for both Sequoia Fund and other institutional clients. His work involves evaluating U.S. and global equities with a particular focus on sectors aligned with the firm’s long-term value investing approach, although specific industries covered by him individually are not detailed publicly.
Previously, Joshua interned as an Investment Associate at Bridgewater Associates and served as a Teaching Assistant specializing in scalability and cloud computing at the University of Pennsylvania. He combines practical investment experience with technical expertise in data science and economics.
Joshua holds an MSE in Data Science and a BS in Economics from the University of Pennsylvania, including studies at the Wharton School. His educational background enhances his analytical skills, enabling rigorous quantitative and qualitative analysis in identifying undervalued investment opportunities. At Ruane Cunniff, he is recognized for his academic excellence and interdisciplinary approach, though notable industry accolades are yet to be reported early in his career.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ruane Cunniff LP | Analyst | Jan 2023 to Present | — |
| Bridgewater Associates | Investment Associate Intern | Jan 2022 to Jan 2022 | L/S global macro hedge fund with $150bn AUM. Received return offer. |
Education
University of Pennsylvania
Master's degree, Data Science
2022 — 2024
The Wharton School
Bachelor of Science - BS, Business, Computer Science
Acton-Boxborough Regional High School
High School Diploma
Others at Ruane, Cunniff & Goldfarb L.P. (28)
| Name | Role | Location |
|---|---|---|
A Antonius Kufferath | Securities Analyst | New York, NY , United States |
 | Analyst | New York, NY , United States |
 | Research Analyst | New York, NY , United States |
K Kevin Coyne | Trader | United States |
M Madeline Williams | Investment Research Advisor | New York, NY , United States |
P Pat Pierce | Co-Portfolio Manager | Town of Mosinee, WI , United States |
 | Investment Analyst | Chicago, IL , United States |
S Saatvik Agarwal | Analyst | San Francisco, CA , United States |
S Salina Claps | Analyst | Chicago, IL , United States |
 | Analyst | New York, NY , United States |
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I Ian Maccallum | partner | Klingenstein Fields & Co. LP | New York, NY , United States |
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