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About
David Gu is a Senior Analyst at Rush Island Management in New York City, where he focuses on public market investments in real estate companies. In this role, he is responsible for sourcing, analyzing, and managing investments across the listed real estate sector, contributing to the firm's specialized strategy of investing in publicly traded real estate assets.
Prior to joining Rush Island Management, David was an Investment Analyst at Avala Global and held analyst roles at Farallon Capital Management and Ares Management Corporation, where he developed expertise in equities and private equity analysis, particularly within the real estate and broader consumer sectors. His background includes significant experience in both public and private market investment analysis, with a track record of evaluating companies across North American and global markets.
David holds a Bachelor’s degree in Honors Business Administration from the Ivey Business School at Western University, where he graduated as an Ivey Scholar and received the Fred Jones Prize in Finance. His career is marked by a focus on real assets, public equities, and fund management, making him an emerging leader in the real estate investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Rush Island Management | Senior Analyst | Jan 2025 to Present | — |
| Avala Global | Investment Analyst | Jan 2022 to Jan 2023 | — |
| Farallon Capital Management | Investment Analyst | Jan 2017 to Jan 2021 | — |
| Ares Management | Private Equity Analyst | Jan 2016 to Jan 2017 | — |
Education
Ivey Business School at Western University
Bachelor’s Degree, Honors Business Administration
2012 — 2016
Skills & Expertise
Others at Rush Island Management, LP (6)
| Name | Role | Location |
|---|---|---|
A Alexander Karimi | Senior Analyst | New York, NY , United States |
| Senior Analyst | New York, NY , United States | |
R Raleigh Nuckols | Chief Investment Officer and Co-Founder | New York, NY , United States |
E Elliot Lazar | Senior Analyst | New York, NY , United States |
| Principal | New York, NY , United States | |
S Steve Millham | Chief Investment Officer and Co-Founder | United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Andrey Belov | Research Analyst | Cramer Rosenthal Mcglynn LLC | Stamford, CT , United States |
B Brian Harvey | Equity Portfolio Manager | Cramer Rosenthal Mcglynn LLC | United States |