Insight

PM Spotlight: Engineering a Unique Solution for Income

Wai Lee’s approach to solving investment challenges is embedded in his three principles of research. It all started with engineering school and a Mercedes-Benz V-6 engine.

Wai Lee

8/13/2025

7 min read


Topic

Systematic Research

Key takeaways

  • With more than 30 research articles published in peer-reviewed journals, Wai has deep experience in applying investment science across a range of strategy types.
  • His multidimensional approach to risk is reflected in his work on the Global Equity Enhanced Income (GEEI) strategy.
  • GEEI aims to invest in companies that can deliver income, growth, or both for a well-balanced, diversified portfolio that’s designed to be resilient across market cycles.
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