Team

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Sagard China, collectively as a team, has over 50 years investment and portfolio management experience.


We believe our team is the most critical asset to our business, and is our single most important competitive advantage. All our team received their graduate degree or MBA degree from global and China's top tier universities. Many of them are CFA charter holders or CFA candidates. Our prior experience ranges from finance, industrial, pharmaceutical, consumer, transportation, TMT to management and strategy consulting.


     Jun Li, Chief Investment Officer

      Ms. Li manages Sagard China’s overall portfolio as the Chief Investment Officer. She is responsible for developing investment strategies, leading 

      investment researches and managing investment teams. 


      Before joining Sagard China in 2011, Ms. Li was Vice President at Bain Capital, where her focus was on leveraged buyouts and direct investments

      into leading Chinese companies. Prior to that, Ms. Li worked at CITIC Capital, responsible for formulating China investment strategies and executing

      transactions with founding team members. Ms. Li also worked at McKinsey & Co as an analyst. Throughout 15+ years of experience, Ms. Li has built

      deep   investment insights and expertise.

      

      Ms. Li received a BS degree from Fudan University and an MBA degree from Harvard Business School.


      Randy Zhou,Head of Research

      Mr. Zhou joined Sagard China in 2018 and manages the research team as Head of Research, focusing on optimizing research process and developing 

      investment strategies.

 

      Before joining Sagard China, Mr. Zhou was a Portfolio Manager in Giant Redwood, investing in China A/H shares, China ADRs, and US stocks with

      large China exposure. Prior to that, Mr. Zhou worked at Cathay Fortune as Director, responsible for investments in Consumer and TMT in both primary

      and secondary markets. Mr. Zhou also worked as a sell-side analyst for 6 years at Goldman Sachs, UBS and BOCI. Throughout 13+ years of cross-

      board investing and research experience, Mr. Zhou has possessed deep understanding of China capital market.

 

      Mr. Zhou received a BS degree from Shanghai University of International Business and Economics and an MBA degree from University of Calgary.  


     Henry Luo, Principal

      Mr. Luo joined Sagard China in 2015 and has been covering consumer sectors mainly including food & beverage, home appliance, light industry as 

      well as agriculture. Prior to Sagard China, Mr. Luo was an associate with TPG Capital in Beijing and focused on private equity investments in China. 

      Prior to that, Mr. Luo worked with Morgan Stanley's investment banking division in Hong Kong, where he completed IPOs of CNInsure, Rongsheng 

      Heavy Industry, Zoomlion Construction Machinery and executed restructuring of China Travel Services. He was a summer analyst  with the  Financial

      Institution Group and later an analyst with the Industrials/Transportation Group in Morgan Stanley. 


      Mr. Luo received a BS in Mathematics from Tsinghua University where he was awarded first prize scholarship each year and received an MBA degree 

      from Harvard Business School.



      Candy Fu, Principal

      Ms. Fu has been with Sagard China since 2018 and is responsible for investments in financials and industrials sectors. Prior to joining Sagard China,

      she has over 10 years of experience in private equity investments. She was an Investment Director in Vision Knight Capital for two and half years, 

      sourcing, executing and monitoring investments in TMT space. Prior to that, Candy worked at Temasek Holdings for 8 years and worked at its 

      Singapore, Beijing and Shanghai offices respectively. She worked on private and public investments in transportation & logistics, financials and 

      consumer sectors in Temasek. 


      Ms. Fu graduated from Fudan University with a Bachelor degree in Economics. She is a CFA charter holder.




      Jonathan Zhou, Principal     

      Mr. Zhou joined Sagard China in 2018 and is responsible for investments in technology, spanning across software, hardware, telecommunications 

      and Internet. Prior to Sagard China, Mr. Zhou spent three years at APS Asset Management, one of China’s leading QFII managers, responsible 

      for investments in Greater China TMT. Before APS, Mr. Zhou was with US-based Pacific Crest Securities for more than 3 years (now part of KeyBanc 

      Capital Markets), covering China Internet with a focus on e-commerce and digital media. Mr. Zhou began his career at the Nielsen Company as a

      consultant to Proctor & Gamble Asia on product innovation and marketing strategies. He was also a summer analyst with the equities trading division

      at Goldman Sachs in Hong Kong.

 

      Mr. Zhou graduated cum laude with a dual degree in finance & economics from Tulane University.



      Violet Liu, Chief Operating Officer

       Ms. Liu joined Sagard China in 2018, overseeing firm’s ongoing operations and procedures as the Chief Operating Officer. She focuses on daily 

       operations, financial management, investor relation and reporting, compliance, IT, and vendor/partner management.

 

       Prior to Sagard China, Ms. Liu was Vice President in Finance with The Blackstone Group in Shanghai, responsible for accounting, tax, finance, 

       investor reporting and administrative matters for Blackstone’s private equity funds in China and Korea. Before Blackstone, Ms. Liu was Vice 

       President in the Private Equity Fund Services Group at JPMorgan in San Francisco, involved in fund administration and financial reporting. Prior

       to that, Ms. Liu was Vice President at Goldman, Sachs & Co in New York. Ms. Liu also worked as an auditor with Deloitte & Touche in New York

       and PricewaterhouseCoopers in Shanghai previously. 


       Ms. Liu received a BS degree from Shanghai Jiaotong University and a MS in Accountancy from University of Notre Dame, where she graduated

                                              cum laude. Ms. Liu is a CPA and a CFA charter holder.

A member of the Power Corporation of Canada Group