Wendy Chen, Senior Investment Analyst, is responsible for covering the global internet sector in GAM Investments' Disruptive Growth & Technology team.
Wendy joined GAM in August 2021 from Welight Capital, a family office for one of the founding partners of Tencent, where she was an Investment Analyst. Wendy is a technology enthusiast and brings strong experience from her five years as an Associate at Goldman Sachs, where she focused on China online entertainment equity research. Wendy holds a bachelor’s degree in Economics and Law from the University of Peking in Beijing and a master’s degree in International Finance and International Relations from John Hopkins University. She is based in Hong Kong.
My Insights
Active Thinking
9 min read
Active Thinking: Keeping our AIs on the prize
08 July 2024
Amid ongoing investor fervour for artificial intelligence (AI) stocks, Wendy Chen discusses her key takeaways from the COMPUTEX Taipei IT trade show, and shares her take on how the latest tech developments square with elevated valuations across the sector.
Investment Opinions
6 min read
The Disruptive Strategist: The Temu effect - How an Asian ecommerce entrant shook up the US internet landscape
7 November 2023
Asian low price ecommerce marketplace Temu is expanding globally, becoming the most downloaded app in the US. GAM Investments’ Wendy Chen explains how it is achieving success.