Steven Lew
Founding Partner & CIO
Steven leads investment decisions and portfolio construction. His work brings together company analysis and the allocation of capital across the firm’s research areas.
Our people
The team
Investment management, research and operations.
Investment leadership
Mei-Lin Chao
Partner, Head of Research
Mei-Lin coordinates company and supply-chain research. She follows how customer orders translate into production, delivery, and reported revenue.
Rohan Iyer
Partner, Portfolio Construction & Risk
Rohan focuses on the portfolio as a whole: position sizes, liquidity, and exposures shared across holdings. His remit includes examining how hedges behave when market conditions change.
Research & data
Julian Park
Senior Analyst, Semiconductors
Julian covers semiconductor manufacturers and equipment suppliers, with particular attention to memory and packaging. He examines how product transitions change capacity requirements and capital spending.
Clara Vogt
Senior Analyst, Power & Grid
Clara studies the electricity and cooling requirements of data centres. Her coverage follows projects from proposed capacity through equipment delivery and grid connection.
Sofia Navarro
Data Scientist
Sofia prepares and checks the datasets used in company research. She documents source changes, missing observations, and revisions so that estimates can be traced back to their inputs.
Operations & investor relations
Thomas Brandt
COO & Chief Compliance Officer
Thomas oversees operations and coordinates with external service providers. His responsibilities include reporting workflows, records, and the resolution of operational issues.
Nadia Okafor
Head of Investor Relations
Nadia is the point of contact for investor inquiries and due diligence. She coordinates requests for strategy materials and connects investors with the relevant members of the team.
Professional background inquiries
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