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Katherine Xu

Katherine Xu

Investment Analyst at Third Point LLC

New York, NY , United States

About

Katherine Xu is an Investment Analyst at Third Point LLC, based in New York, NY, where she focuses primarily on the consumer sector as part of the equities research team. At Third Point, her responsibilities include sourcing, evaluating, and recommending public and private investment opportunities, particularly in consumer-facing businesses with growth potential.

She brings a robust background in corporate strategy and private equity, having previously served as Director of Corporate Strategy at Moda Operandi and as a Private Equity Associate at Apax Partners LLP, where she focused on the internet and tech-enabled services sectors. Katherine began her career at Evercore in M&A advisory, equipping her with deep transactional expertise and sectoral insight.

Katherine graduated with honors from the Ivey Business School at Western University, holding additional degrees from the University of Western Ontario and Lisgar Collegiate Institute. Her notable achievements include being recognized by the Financial Times/StarMine “World's Top Analysts” listing for stock-picking performance in the United States, reflecting her strong analytical rigor and investment acumen.

Career History

OrganizationRoleDate RangeDetails
Third Point LLCInvestment AnalystSep 2020 to Present
Moda Operandi, IncDirector, Corporate StrategySep 2018 to Sep 2020
- Corporate strategy and development - International expansion strategy and execution
Apax Partners LLPPrivate Equity AssociateJul 2016 to Jul 2018
- Investor in Digital & Tech-enabled services sector
EvercoreAnalyst, Media M and AJun 2014 to Jul 2016
Mergers & Acquisitions - Media Group

Education

Ivey Business School at Western University

2012 2014

University of Western Ontario

2010 2012

Lisgar Collegiate Institute

2006 2010

Skills & Expertise

Financial Modeling
Data Analysis
Project Management
Bloomberg Terminal
PowerPoint
Banking
Microsoft Excel
Research
Business Development
French
Mandarin
Mergers and Acquisitions
Economics
Corporate Finance
Finance
Financial Analysis
Capital IQ
Customer Service

Others at Third Point LLC (15)

NameRoleLocation
Abhishek Shrivastava
Abhishek Shrivastava
Investment AssociateNew York, NY , United States
Alec Hooff
Alec Hooff
TraderNew York, NY , United States
A
Alok Reejhsinghani
TraderNew York, NY , United States
C
Charles Kalvaria
PrincipalNew York, NY , United States
Eric Grossman
Eric Grossman
PrincipalNew York, NY , United States
J
Jim Carruthers
Portfolio ManagerMenlo Park, CA , United States
Matthew Luxenberg
Matthew Luxenberg
Vice President, Portfolio FinanceNew York, NY , United States
Priyanka Goyal
Priyanka Goyal
PrincipalNew York, NY , United States
R
Richard Campbell
AnalystNew Haven, CT , United States
S
Sackett Adam
TraderWarren, NJ , United States
Showing 1-10 of 15 team members

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