Wendy M. Jeffus

Global Finance

Home

International Finance

Corporate Finance

Harvard Summer School

Directed Research

Research

EIF

O Capital

O Capital
O Capital, founded by Bruce Ou in the summer of 2009, in partnership with Clark University, is a student-run investment team that provides equity research for a small portfolio.  The core analysts are all graduate finance students at Clark University and are currently looking for full-time employment opportunities.  Please read the disclaimer provided at the end of each report.

Core Investment Team

Judy Jia: Judy graduated from Southwest Jiaotong University with a major in International Economics and Trade and recently finished a Master of Science in Finance degree at Clark University’s Graduate School of Management. She previously completed an internship at Shaanxi Provincial Investment Group and is skilled at writing and presentation.


Ellen Li: Ellen graduated from Shanghai Institute of Foreign Trade with a major in Corporate Finance and recently finished a Master of Science in Finance degree at Clark University’s Graduate School of Management. She has solid background in finance and accounting with experience in compliance.


Stephanie Liang: Stephanie graduated from Xiamen University with a major in Finance and recently finished a Master of Science in Finance degree at Clark University’s Graduate School of Management. She previously completed an internship at a CPA firm. She is experienced in asset assessment and skilled at writing and reviewing reports.

Tina Liu: Tina graduated from National University of Defense Technology with a major in Economic Trade English and recently finished a Master of Science in Finance degree at Clark University’s Graduate School of Management. She is skilled at organizing, analyzing and presenting data.

Le Lu: Le Lu graduated from Shanghai Institute of Foreign Trade with a major in Marketing and recently finished a Master of Science in Finance degree at Clark University’s Graduate School of Management. He is skilled at corporate finance, fundamental analysis and investment strategy.

Albert Wang: Albert graduated from Shanghai University of Finance and Economics with a major in International Finance and recently finished a Master of Science in Finance degree at Clark University’s Graduate School of Management. He interned at a stock trading company. He is experienced in financial case analysis and skilled at organizing and presenting data.


Rhing Zhu: Rhing graduated from Fudan University with major in Public Finance and recently finished a Master of Science in Finance degree at Clark University’s Graduate School of Management.  He has two years’ experience as Customer Manager at Agriculture Bank of China. He is skilled with stock and bond analysis and familiar with derivatives and the commercial banking industry.

Investment Reports
Diamond Offshore Drilling Inc. (DO)
Netease.com Inc. (NTES)
Bank of America (BAC)
Harbin Pharmaceutical Group (SH.600664)
Vestas Wind Systems (VWS.CO)
Foster Wheeler (FWLT)
Copyright 2009 - Wendy M. Jeffus