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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Third Point LLC | Investment Analyst | Sep 2020 to Present | — |
| Moda Operandi, Inc | Director, Corporate Strategy | Sep 2018 to Sep 2020 | - Corporate strategy and development
- International expansion strategy and execution |
| Apax Partners LLP | Private Equity Associate | Jul 2016 to Jul 2018 | - Investor in Digital & Tech-enabled services sector |
| Evercore | Analyst, Media M and A | Jun 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
Others at Third Point LLC (15)
| Name | Role | Location |
|---|---|---|
| Investment Associate | New York, NY , United States | |
| Trader | New York, NY , United States | |
A Alok Reejhsinghani | Trader | New York, NY , United States |
C Charles Kalvaria | Principal | New York, NY , United States |
| Principal | New York, NY , United States | |
J Jim Carruthers | Portfolio Manager | Menlo Park, CA , United States |
| Vice President, Portfolio Finance | New York, NY , United States | |
| Principal | New York, NY , United States | |
R Richard Campbell | Analyst | New Haven, CT , United States |
S Sackett Adam | Trader | Warren, NJ , United States |
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| Name | Role | Fund | Location |
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| Managing Director, Head of ETF and Platform Distribution | Eagle Capital Management LLC | Philadelphia, PA , United States | |
A Anne Maffei | Managing Director and Partner | Eagle Capital Management LLC | New York, NY , United States |
A Andrew Szmulewicz | Portfolio Manager - Emerging Markets | Marathon Asset Management LP | New York, NY , United States |
C Christopher Cronin | Analyst | Marathon Asset Management LP | New York, NY , United States |