Lisa Dong
Experienced Equity Portfolio Manager with top performance track record
- Role
- Portfolio Manager, Co-founder at Pinnacle Stream Capital Llc
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Lisa Dong
Lisa Dong is an experienced investment professional with a proven track record in both…
Experience
Portfolio Manager, Co-founder
Jul 2022 — Present
I co-founded Pinnacle Stream Capital LLC in July 2022, a Registered Investment Advisory (RIA) firm committed to long-term investing in high-quality businesses. Alongside my partner, Varun Singh, Ph.D, CFA, we bring a disciplined, research-driven investment philosophy to our clients.At Pinnacle Stream Capital, we focus on bottom-up stock selection—identifying fundamentally sound companies trading at a discount to intrinsic value. We prioritize well-managed businesses with strong balance sheets, sustainable and growing free cash flows, and attractive prospects for growth and return on capital.• Focused on Quality companies trading at attractive pricesWell-run, financially-strong companies with sustainable cash flows versus operationally challenged companies trading at deep discounts• Bottom up stock selectionStock selection based on fundamentals versus top-down macro• RiskRisk control through portfolio diversification and conviction in holdingsWe are passionate about building long-term wealth for our clients through thoughtful, value-oriented investing.
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