Jason Cheu is a Financial Advisor and Managing Director with Alex. Brown specializing in equity investments. Prior to joining Alex. Brown, Mr. Cheu garnered invaluable insights into the intricacies of equity analysis through key roles at prominent financial institutions, including UBS, RW Baird, Bank of America, Friedman Billings Ramsey, ABR Investments, and a San Francisco-based hedge fund. His extensive background in these capacities has contributed to his nuanced understanding of market dynamics and strategic investment methodologies.

With a steadfast commitment to fundamental research, Mr. Cheu shapes his approach to portfolio management around the belief that sustained revenue and earnings growth serve as the primary drivers of long-term price performance. Currently overseeing client's equity portfolios, he strategically positions assets within compelling secular growth themes, a responsibility he executes with precision and diligence.

Mr. Cheu's analytical rigor extends to his utilization of the "Rule of 40" criterion—whereby the sum of future revenue growth and free cash flow margins must exceed 40% as a discerning filter to identify companies suitable for inclusion in the portfolio. His strategic focus for 2024 centers on key industry themes, including E-commerce, Cloud Computing, Internet of Things, Artificial Intelligence, and Cybersecurity.

Educationally, Mr. Cheu holds a Master’s in Business Administration with a finance emphasis from the University of Southern California. His academic foundation commenced with the attainment of a degree in Quantitative Economics & Decision Sciences from the University of California, San Diego.

Outside of work, Mr. Cheu’s interests extend to personal passions, including fun on tennis court, sharing great meals with friends, and spending quality time with loved ones.

Registered States: AK AL AZ CA CO CT FL HI ID IL IN MA MD ME MN NC NH NJ NV NY OH OR TX UT VT WA WI WV