Institutional intelligence meets opportunity
In a financial landscape increasingly dominated by automated algorithms and passive benchmarks, Bridgeview Management offers a return to active stewardship. We believe that portfolios are not built by following the crowd, but by identifying the signals the broader market misses.
By maintaining a lean, boutique structure, we avoid the institutional inertia of larger firms. This allows us to act with precision, making high-conviction trades backed by rigorous, independent research. Here, your capital is not just a data point. It is a mandate for excellence.
Our core capabilities
Tactical Equity Management
Our flagship strategy. We manage concentrated, high-conviction portfolios of individual equities. By utilizing proprietary fundamental filters and quantitative overlays, we identify market leaders across growth, value, and innovation sectors before they become consensus trades.
Quantitative Factor Analysis
We employ a systematic overlay to monitor market factors such as momentum, quality, and volatility. This data-driven approach allows us to adjust your portfolio’s exposure, ensuring we are positioned in the highest-probability environments for growth.
Dynamic Risk Mitigation & Hedging
Preserving capital is as vital as growing it. We utilize institutional-grade hedging techniques, including options strategies and defensive sector rotations, to mitigate downside risk. Our goal is to dampen volatility and protect your principal during periods of systemic market stress.
Institutional-Grade Reporting & Integration
Transparency is the bedrock of our partnership. We provide advanced, monthly reporting that gives you a "look-through" into every position and its contribution to your performance and ensure our trading strategy integrates perfectly with your broader estate.
Katrina Lee
Chief Investment Officer
Directed by experience
Katrina Lee is the Chief Investment Officer of Bridgeview Management, where she leads public market investment strategy, portfolio construction, and risk management.
Katrina brings a differentiated perspective as both an investor and operator. She has founded and scaled multiple technology and healthcare companies, including AI-enabled clinical workflow platforms and medical device ventures.
In addition to her entrepreneurial experience, Katrina has extensive expertise in investment analysis, corporate development, and capital allocation across venture capital, growth equity, and public equities. She has evaluated and executed investments across the company lifecycle, from early-stage innovation to mature, cash-generative businesses.
Katrina holds an MBA from Stanford Graduate School of Business, an MS in Bioengineering from the University of California, Berkeley, and a BS in Biomedical Engineering and Neuroscience from Johns Hopkins University. She grew up in Taiwan and has lived and worked across Asia and the United States, bringing a global perspective to public market investing and long-term capital partnerships.
Outside of investing, Katrina enjoys cooking, writing, and spending time with her cat, Kirby.