Sheila Cu

Chief Operating Officer at

Old West Investment Management LLC

Finance

Consumer Services

Profile

Ms. Sheila Cu is a Chief Operations Officer & Head Trader at Old West Investment Management LLC.
She is responsible for overseeing and coordinating all tasks related to execution of the investment process.
Primarily, this includes the setup and coordination of the order management and execution process as well as portfolio accounting and reporting.
She is responsible for overseeing and executing all equity and fixed income transactions made on behalf of the firm.
She has over 10 years experience in the financial services industry.
Prior to joining Old West, Ms. Cu was Vice President, Trading and Operations at Aletheia Research and Management.
She was responsible for trading the firm's institutional and retail client accounts.
She also played a key role in overseeing trading automation efforts and implemented processes to increase efficiency in portfolio trading and construction.
She received her MBA from Pepperdine University in Malibu, CA and is a registered Representative having passed the Series 7 and Series 65 exams.

Sheila Cu active positions

Companies	Position	Start
Old West Investment Management LLC Old West Investment Management LLC Investment ManagersFinance Old West seeks long-term growth of capital through ownership of good businesses through rigorous fundamental research. The firm manages long only and long/short investment strategies based upon the companies that they uncover through their simple yet sound investment process. Their investment strategies are focused on uncovering value opportunities, and they are concentrated in their best ideas - roughly 50% of their capital is invested in the firm’s Top 10 Holdings.	Chief Operating Officer	-

All active positions of Sheila Cu

Former positions of Sheila Cu

Companies	Position	End
Oppenheimer & Co., Inc. Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services	Corporate Officer/Principal	-
Aletheia Research & Management, Inc. Aletheia Research & Management, Inc. Investment ManagersFinance Aletheia utilizes a proprietary strategy to manage separate accounts for growth equity, income and balanced portfolios. They also manage a long-short partnership and a total return partnership. The firm tends to invest in the stocks of US large-cap companies in the energy minerals, non-energy minerals and producer manufacturing sectors. Aletheia maintains a medium turnover rate	Chief Administrative Officer	04/08/2011

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Linked companies

Private companies	4
Oppenheimer & Co., Inc. Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services	Finance
Aletheia Research & Management, Inc. Aletheia Research & Management, Inc. Investment ManagersFinance Aletheia utilizes a proprietary strategy to manage separate accounts for growth equity, income and balanced portfolios. They also manage a long-short partnership and a total return partnership. The firm tends to invest in the stocks of US large-cap companies in the energy minerals, non-energy minerals and producer manufacturing sectors. Aletheia maintains a medium turnover rate	Finance
Pepperdine University Pepperdine University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Old West Investment Management LLC Old West Investment Management LLC Investment ManagersFinance Old West seeks long-term growth of capital through ownership of good businesses through rigorous fundamental research. The firm manages long only and long/short investment strategies based upon the companies that they uncover through their simple yet sound investment process. Their investment strategies are focused on uncovering value opportunities, and they are concentrated in their best ideas - roughly 50% of their capital is invested in the firm’s Top 10 Holdings.	Finance

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