Robert Xu

VP of Equity at Berkeley Investment Group

Robert Xu's Professional Contact Details

Email (Verified)
****
HQ
(510) 642-3734
Location
San Francisco, California, US
Company
Berkeley Investment Group
Person Seniority
vp

Robert Xu's Current Company Details

The Berkeley Investment Group, founded in 1997 as the California Investment Association, is the first and largest undergraduate investment club at UC Berkeley. As a club we have two goals: to educate ...
The Berkeley Investment Group, founded in 1997 as the California Investment Association, is the first and largest undergraduate investment club at UC Berkeley. As a club we have two goals: to educate our members and have them feel comfortable investing on their own by the time they graduate, and managing our fund with $250,000 of AUM. We pursue a deep-value investing approach combining rigorous fundamental analysis with in-depth financial modelling, a method that has enabled us to regularly beat the S&P500 achieving a 32% return over the last fiscal year.
Founded Year
1997
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Job Functions

Finance
Media And Commmunication
equity research
value investing
financial modelling
education
finance

Robert Xu's Work History and Education

Berkeley Investment Group
VP of Equity
2017 - Present

Colleagues at Berkeley Investment Group

Investment Banking Summer Analyst
Computer Science Student
Technology Consultant
Private Equity Intern
Equity Research Intern

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