Edward Liu Email & Phone Number

As Chief Investment Officer, Edward provides principal oversight of the company’s investment processes and global research capabilities. As Chair of Barlow's Investment Committee, he leads the team of portfolio managers responsible for all major investment activities. This includes adjusting the firm’s allocations to each asset class, manager, or strategy, and conducting portfolio risk management and performance measurement activities. He will report to the CEO and Board on a regular basis.As the director of research, Edward maintains the firm’s economic and quantitative models, and ensures the production of timely and robust research on a wide variety of sectors, industries, and individual companies, as well as the broader macro-economic environment. Edward manages the firm’s internal long-short and market-neutral global equity mandates, with a focus on US-exchange listed equity securities and ADRs. He also actively participates in the security and manager selection process in other asset classes. Edward joined Barlow in January 2007 and has 12 years of financial analysis experience doing quantitative modeling and directional correlation analysis. In 2004 he established Riskfile, an independent investment consulting company that provided innovative portfolio construction programs to financial advisors, dealers and institutes. Edward also was the CEO of Chengdu China West Investment Co., a firm that specialized in investing in Chinese companies. Edward was also the Chief Editor of NAI Interactive which operated a Chinese language investment newspaper distributed in Canada, and an investment information website (chineseworldnet.com) in Chinese, the largest one in the world. Edward holds the Chartered Financial Analyst designation and has an MA in Economics from Peking University.Specialties: * A gift in quantitative modeling and portfolio management with 12 years of experience* Value style equity portfolio management aided by quantitative model* Quantitative asset allocation based on sophiticated macro analysis and projections