Profile PictureHenry Chien

I teach individual investors how to do fundamental stock investing so that they can construct portfolios with better risk-adjusted returns. After 10 years on Wall Street as an equity research analyst and market structure analyst, helping the world’s largest banks, investment firms, and hedge funds, I’ve learned a lot about investing in stocks. Here on this page, I’m sharing it all with you! Henry Chien was an analyst on the award-winning Business Services equity research team at BMO. His clients included the world’s largest hedge funds and asset managers, including JP Morgan, Point72, Citadel, and Bank of Montreal. As a research analyst, he recommended one of the top-ten highest-returning investments (MSCI, +711%) in the S&P 500 between 2016 and 2021.  His research has been highlighted in globally respected periodicals, including The Financial Times, Barron’s, and Institutional Investor. He is a CFA charterholder and a graduate of Brown University.

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Learn fundamental investing from 10 years of Wall St. Experience

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Better Investment Decisions: Guide to Fundamental Investing in the Stock Market (PDF)

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Earnings Analysis Template

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