George Dai

Chief Investment Officer at

Weatherbie Capital LLC

Consumer Services

Finance

Consumer Non-Durables

Profile

Dr. Haiyan G.
Dai is a Chief Investment Officer & Senior Portfolio Manager at Weatherbie Capital LLC.
Additionally, he maintains research responsibilities in the diversified business services, healthcare, and technology areas.
George joined Weatherbie Capital in March 2001 and has over 24 years of investment experience.
Dr. Dai was employed as an Equity Analyst by Andover Acquisition Co., LP and a Research Scientist by The Procter & Gamble Iventures Co. Prior to joining Weatherbie, he was an Equity Analyst with 1838 Investment Advisors.
He received his undergraduate degree from the University of Science & Technology of China, an MBA from The Wharton School of the University of Pennsylvania and a doctorate degree from The Johns Hopkins University.

George Dai active positions

Companies	Position	Start
Weatherbie Capital LLC Weatherbie Capital LLC Investment ManagersFinance Weatherbie employs a fundamental, bottom-up research approach to investing in growth equities. They aim to identify and invest in attractive US small- and mid-cap companies poised for growth. All portfolio managers/analysts are generalists, with coverage across several sectors. If a company falls short of the firm’s expectations for any non-trivial reason, they will sell that stock.	Chief Investment Officer	2001-02-28

All active positions of George Dai

Former positions of George Dai

Companies	Position	End
1838 Investment Advisors LP 1838 Investment Advisors LP Investment ManagersFinance 1838's portfolio management team practices a bottom-up decision-making process along with quantitative screens. They do not market time, style rotate or sector rotate. Rather, they are fully invested at all times and remain sector neutral to the benchmark S&P 500. For fixed-income, the 1838 team focuses on yield curve analysis. They allocate funds from among U.S. treasuries, corporates and mortgage backed securities using a spread model that reflects 15 years of performance history. They screen each security for its structural soundness and long-term performance potential.	Corporate Officer/Principal	2000-12-30
The Procter & Gamble Iventures Co. The Procter & Gamble Iventures Co. Household/Personal CareConsumer Non-Durables Provides branded consumer packaged goods	Corporate Officer/Principal	-

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Linked companies

Private companies	6
1838 Investment Advisors LP 1838 Investment Advisors LP Investment ManagersFinance 1838's portfolio management team practices a bottom-up decision-making process along with quantitative screens. They do not market time, style rotate or sector rotate. Rather, they are fully invested at all times and remain sector neutral to the benchmark S&P 500. For fixed-income, the 1838 team focuses on yield curve analysis. They allocate funds from among U.S. treasuries, corporates and mortgage backed securities using a spread model that reflects 15 years of performance history. They screen each security for its structural soundness and long-term performance potential.	Finance
Weatherbie Capital LLC Weatherbie Capital LLC Investment ManagersFinance Weatherbie employs a fundamental, bottom-up research approach to investing in growth equities. They aim to identify and invest in attractive US small- and mid-cap companies poised for growth. All portfolio managers/analysts are generalists, with coverage across several sectors. If a company falls short of the firm’s expectations for any non-trivial reason, they will sell that stock.	Finance
The Johns Hopkins University The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Science & Technology of China University of Science & Technology of China Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Procter & Gamble Iventures Co. The Procter & Gamble Iventures Co. Household/Personal CareConsumer Non-Durables Provides branded consumer packaged goods	Consumer Non-Durables
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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