Jen Lai Picks Another Sleeper Stock After Big Win

April 10, 2019 James Heinsman In the News

Jen Lai seems to know what to look for when it comes to stock picks. If the past is a harbinger of the future, then we can expect Jen Lai’s next pick to cash in.

Over the past two years Lai had her money on GDS Holdings, a data center operator based in Beijing. The pay off for her and her clients was over 300 percent. This year Jen Lai is going for Bestway Global Holding Inc. Based in Hong Kong, BGH makes swimming pool flamingos and bouncy castles.

As a Dalton Investments LLC portfolio manager, Jen Lai looks for stocks with little or no analyst coverage that is valued at less than $2 billion. She also makes sure the stock is trading at or less than 20 times price to earnings ratio and has a 20 percent annual revenue and profit growth.

Dalton is putting together a long-only fund that emphasizes other Chinese companies with similar traits.

“These are growing companies that are taking share in good industries,” Ms Lai said in an interview from Santa Monica, California. “They are run by good entrepreneurs who are nimble, adaptive and have been good long-term stewards of capital.”

Dalton Investments, GDS Holdings, Jen Lai,

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