Willis Hu

Analyst-Equity at

Sio Capital Management LLC

Consumer Services

Finance

Profile

Mr. Willis Hu, CFA, is a Research Analyst at Sio Capital Management LLC.
He is covering multiple healthcare segments with primary focus on specialty pharmaceuticals.
Prior to the current position, he worked as the head of operations at Sio.
He earned his Master of Science in Finance degree from Fordham University.
He earned his undergraduate degree in Finance from William Paterson University where he graduated summa cum laude.
He is a CFA charter holder.

Willis Hu active positions

Companies	Position	Start
Sio Capital Management LLC Sio Capital Management LLC Investment ManagersFinance Sio Capital aims to invest capital in a global, healthcare-focused portfolio in order to generate attractive returns for their investors. The firm has a ‘value’ orientation with a strong attention to balance sheet quality and cash flow generation. Their long portfolios typically include growth at a reasonable price (GARP) and growth investments when attractive opportunities arise. For Sio Capital’s portfolios of short investments, they look for shorts that are ‘hyped up’ and whose valuations are predicated on expectations that the firm believes to be unattainable.	Analyst-Equity	01/01/2018

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Linked companies

Private companies	3
Fordham University Fordham University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
William Paterson University William Paterson University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Sio Capital Management LLC Sio Capital Management LLC Investment ManagersFinance Sio Capital aims to invest capital in a global, healthcare-focused portfolio in order to generate attractive returns for their investors. The firm has a ‘value’ orientation with a strong attention to balance sheet quality and cash flow generation. Their long portfolios typically include growth at a reasonable price (GARP) and growth investments when attractive opportunities arise. For Sio Capital’s portfolios of short investments, they look for shorts that are ‘hyped up’ and whose valuations are predicated on expectations that the firm believes to be unattainable.	Finance

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