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Laura Lu

Laura Lu

Equity Analyst at Van Berkom & Associates Inc.

United States

About

Laura Lu is an Equity Analyst at Van Berkom Global Asset Management, where she focuses on analyzing public equities, particularly within the small- and mid-cap segments. At Van Berkom, she is responsible for conducting fundamental research, financial analysis, and supporting the portfolio management team in identifying investment opportunities across global equity markets. While the firm is known for its specialization in small-cap equities, specific sector coverage for Laura Lu is not publicly detailed.

Previously, Laura held the same role at Desautels Capital Management between June 2023 and April 2024, where she gained hands-on experience in portfolio analysis and equity selection as part of a student-run investment fund. Earlier, she worked as a Strategic Management Analyst at Citibank, where her responsibilities included market research and strategic project support.

Laura holds a Master’s degree in Finance from McGill University’s Desautels Faculty of Management and a Bachelor’s degree in Finance from the University of British Columbia. Her expertise centers on equity research, financial modeling, and fundamental analysis in the public equities market, with a strong academic background and practical skills developed through both academic and industry roles.

Career History

OrganizationRoleDate RangeDetails
Van Berkom Global Asset ManagementEquity AnalystAug 2024 to Present
Desautels Capital ManagementEquity AnalystJun 2023 to Apr 2024
• Researched potential investments in renewable energy sector, performed macroeconomic and fundamental analysis, determined valuation using DCF model, and pitched long/short investment recommendation ...
CitibankStrategic Management AnalystJul 2022 to Aug 2022
• Composed multiple industry investment reports, including cross-country comparisons of regulatory frameworks and industry development histories, business model analysis of the Chinese innovative phar...
Agricultural Bank of ChinaRisk Management AnalystJun 2021 to Aug 2021
• Used data envelopment analysis to measure risks of company's equity funds, designed risk-related presentation slides for marketing webinar

Education

McGill University - Desautels Faculty of Management

Master's degree, Finance, General

2023 2024

The University of British Columbia

Bachelor's degree, Finance, General

2019 2023