Seeking Alpha

Stephen Yu, CFA  

Stephen Yu is a CFA Charterholder and the President of Lumen Funds. From October, 1997 through December, 2014, discretionary, unlevered portfolios returned an average of 10.4% annually. The portfolios are long-only and employ value, contrarian, and event-driven strategies. Contact:
  • Description: Registered Investment Advisor (RIA). Trading frequency: Weekly
  • Interests: Bonds, Commodities, Developed International Markets, Dividend stock ideas & income, ETFs, Energy stocks, Forex, Gold, Mutual funds, REITs, Retirement savings, Stocks - long
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