Golden Lake LLC
Golden Lake LLC is an independent registered investment adviser founded in 2013.
Our work is centered on investment research, risk management, and the continuing development and management of Navigation.
OUR FIRM
A Longer View
Rooted in research.
Focused on what lies ahead.
Our Approach
Based on Market Trajectory Theory, Golden Lake combines fundamental analysis and risk management to guide investment decisions.
Navigation is designed to participate in favorable market environments and reduce exposure as risk increases.
FOUNDER
Charles Chiu
Charles Chiu has a deep passion for financial markets and investment research. His investment career has been shaped by intellectual curiosity, independent thinking, and more than four decades of continuous research and investment practice.
As Charles often says,
“The market is a continuing teacher.”
Every investment judgment eventually meets the test of the market. By recording observations and reviewing them against subsequent market behavior, both correct and incorrect judgments become part of an ongoing process of learning and refinement.
Over time, this continuing pursuit of understanding markets led to Market Trajectory Theory and ultimately Navigation.
OUR CULTURE
A Culture of Research
Research at Golden Lake does not end when an investment judgment is made. Market assessments are recorded and subsequently reviewed against actual market behavior. The purpose is to learn from both successes and mistakes and continuously improve the quality of the research process.
OBSERVATION→MEASUREMENT→VERIFICATION→REFINEMENT
SELECTED MILESTONES
1989
Merrill LynchBegan professional investment career at Merrill Lynch. Ranked first in Training Class 357 in 1990. Winners’ Circle recognition in 1992.
2020
Market Trajectory TheoryDecades of observation, investment practice, and independent research developed into a systematic framework for understanding how market trajectories form, develop, and change.
2021
NavigationNavigation began its investment record, applying Market Trajectory Theory through an actively managed U.S. equity investment model.
We Welcome Your Inquiries
For more information about Golden Lake, please contact us.