Profile
Mr. Kevin Xu is an Investment Analyst at Polaris Capital Management LLC.
He joined the firm as an Investment Analyst in December 2023.
Mr. Xu works collectively with an experienced team of portfolio managers and analysts, all of whom are considered generalists and perform fundamental analysis of potential investment opportunities.
Mr. Xu has nearly 10 years of industry experience, starting with his work as an Equity Research Analyst at Bank of America Merrill Lynch, where he conducted fundamental analysis on utilities and multi-industrial companies.
He subsequently served as a Research Associate for long/short hedge fund Coatue Management, covering global internet and consumer sectors, before he took on various operating roles at Jet/Walmart.com and Yamibuy.com.
Mr. Xu received his master’s degree in business administration from MIT.
He graduated summa cum laude with an undergraduate degree in operations research and financial engineering from Princeton University.
Kevin Xu active positions
| Companies | Position | Start |
|---|---|---|
Polaris Capital Management LLC
 Polaris Capital Management LLC Investment ManagersFinance Polaris Capital Management LLC (Polaris) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Bernard Horn in 1995 and is a subsidiary of Polaris Capital Management Holdings LLP. Polaris offers global and international equity management services as separately managed accounts and commingled vehicles for institutions and high net-worth individuals. The firm serves as an investment advisor to mutual funds, limited partnerships, and other pooled investment vehicles. | Analyst-Equity | 2023-11-30 |
Former positions of Kevin Xu
| Companies | Position | End |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Analyst-Equity | - |
Training of Kevin Xu
| Princeton University | Undergraduate Degree |
| MIT Sloan School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
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Linked companies
| Private companies | 2 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
Polaris Capital Management LLC
Polaris Capital Management LLC Investment ManagersFinance Polaris Capital Management LLC (Polaris) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Bernard Horn in 1995 and is a subsidiary of Polaris Capital Management Holdings LLP. Polaris offers global and international equity management services as separately managed accounts and commingled vehicles for institutions and high net-worth individuals. The firm serves as an investment advisor to mutual funds, limited partnerships, and other pooled investment vehicles. | Finance |
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