Lu Yu

Portfolio Manager-Equities at Virtus Investment Advisers, Inc.

49 year

Finance

Consumer Services

Profile

Ms. Lu Yu, CFA, is a Managing Director & Lead Portfolio Manager at Virtus Investment Advisers, Inc. Prior to joining Virtus in 2022, Ms. Yu was a managing director and portfolio manager with Allianz Global Investors, which she joined in 2003.
Previously, Ms. Yu was a risk analyst for Provident Advisors LLC.
Ms. Yu earned a B.S.
from Nanjing University, China, and an M.S.
from the University of Southern California and the National University of Singapore.
She holds the chartered Financial Analyst and CIPM designations, and was formerly president of the CFA Society San Diego.

Lu Yu active positions

Companies	Position	Start
Virtus Investment Advisers, Inc. Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds.	Portfolio Manager-Equities	01/07/2022

All active positions of Lu Yu

Former positions of Lu Yu

Companies	Position	End
Allianz Global Investors U.S. LLC Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.	Analyst-Equity	01/07/2022
Nicholas-Applegate Capital Management Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families.	Analyst-Equity	30/04/2010

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Training of Lu Yu

University of Southern California	Graduate Degree
National University of Singapore	Graduate Degree
Nanjing University	Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	3
Nicholas-Applegate Capital Management Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families.	Finance
Allianz Global Investors U.S. LLC Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.	Finance
Virtus Investment Advisers, Inc. Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds.	Finance

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