Lydia Yuan

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Consumer Services

Profile

Lydia Yuan worked as a Research Associate at Harding Loevner LP from 2019 to 2023.
She then worked as an Equity Research Associate at Oppenheimer & Co., Inc. (Broker) from 2023 to 2024.
Ms. Yuan completed her undergraduate degree at The University of Chicago in 2019.

Former positions of Lydia Yuan

Companies	Position	End
Oppenheimer & Co., Inc. (Broker) Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2024-08-31
Harding Loevner LP Harding Loevner LP Investment ManagersFinance Harding Loevner invests primarily in publicly traded global equities which seeks superior returns. Their investment philosophy emphasizes long-term investments in high quality, growing businesses, and their investment approach relies on in-depth fundamental research including analysis of the competitive structure of global industries and the competitive position of individual companies. The firm builds model portfolios from the bottom-up, so the sector and country allocations in their strategies are primarily the result of individual stock selection, and not a top-down country or sector allocation process.	Analyst-Equity	2023-02-28

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Private companies	3
Harding Loevner LP Harding Loevner LP Investment ManagersFinance Harding Loevner invests primarily in publicly traded global equities which seeks superior returns. Their investment philosophy emphasizes long-term investments in high quality, growing businesses, and their investment approach relies on in-depth fundamental research including analysis of the competitive structure of global industries and the competitive position of individual companies. The firm builds model portfolios from the bottom-up, so the sector and country allocations in their strategies are primarily the result of individual stock selection, and not a top-down country or sector allocation process.	Finance
Oppenheimer & Co., Inc. (Broker) Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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