Mike is the Founder, Chief Investment Officer of Walnut Investment, and Portfolio Manager of the Core Portfolio. He oversees portfolio construction and management, leads coverage for portfolio companies including fundamental research, news, earnings analysis, and manages client relationships. Mike holds a Doctor of Philosophy Degree from Drexel University, Philadelphia, United States.
"I believe investing is a great way to generate wealth. Our group's main purpose is to make investing accessible to everyone."
Harris is the Co-Founder and Assistant Portfolio Manager at Walnut Investment. Harris oversees client and asset acquisition, manages a sub-set of client portfolios. Harris holds a Bachelor's Degree in Entrepreneurship.
"The individual investor should act consistently as an investor and not as a speculator."
Huy is an Assistant Investing Officer at Walnut Investment. He analyzes financial reports and generate valuation models for portfolio companies. Huy has experience working as interns at Infonet and Vietcombank in Vietnam, and Peco in Philadelphia.
With a strong educational background in computer science, having worked in the IT department for Bristol Meyers, Quang analyzes companies with disruptive technologies. Quang holds a Bachelor's Degree in Computer Science.
With a strong educational background in mechanical engineering, a rich work experience having worked at Ford Motors, General Electric and currently Tesla, Lucas covers the automotive industry, including report news, analyze, compare and contrast competitive technologies that allow automakers to dominate in their operating segments. Lucas holds a Bachelor's Degree in Engineering.
Hailey was an assistant investing officer at Walnut Investment. She analyzed financial reports and generated valuation models for portfolio companies. Hailey is now an Audit Assistant at Deloitte.
With a strong educational background and work experience in computer science, Dat adviced our investment officers about the competitive edge of technology companies in our portfolio. Dat is now a Software Engineer at Microsoft.