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Mount George Partners.

Mount George Partners.

Mount George Partners. combines AI-driven intelligence with patient, long-term capital allocation across global markets. Our investment approach is built on a simple conviction: that transformational innovation and disciplined diversification are the foundations of enduring returns.

Founder and Chief Investment Officer

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Sally Yu is the founder and CIO of Mount George Partners. Sally is also the CIO of ODC/Dance and serves on the board of San Francisco Ballet Endowment Foundation. Previously Sally was a Managing Director at Renaissance Technologies, a long standing innovator in investment management recognized globally for its exceptional intellectual capital and extraordinary long-term track record. Prior to Renaissance Technologies Sally was a principal and a senior portfolio manager at Barclays Global Investors (“BGI”). BGI, now part of BlackRock, was a pioneer in scientific investment with a history of innovation such as indexing, Exchange Traded Funds (“ETF”) and systematic active investment. Prior to BGI, Sally was part of a start-up team that formed Drake Management in New York where she joined on day one as a portfolio manager and helped to grow the firm’s asset from zero to $20 billion. Sally started her career in quantitative research at J.P. Morgan in New York. Sally received her Executive MBA from NYU Stern School of Business and Bachelor of Science in Computer Science and Electrical Engineering from Massachusetts Institute of Technology. She is also a CFA charter holder. She serves on the MIT Corporation Development Committee, MIT Annual Fund board, executive committee member of the President’s Council for the Arts at MIT.   

Our Investment Approach

Patient. Intelligent. Diversified.

Long Term Focus

We deploy patient capital built to compound across market cycles. We focus on fundamental value that matures over years and decades, with the discipline to act on conviction and the patience to let our best ideas fully play out.

AI Native Intelligence

Our investment process is AI-native from the ground up. Natural language processing, machine learning, and quantitative models are embedded into every stage — from sourcing and screening to asset allocation and portfolio construction. AI is the backbone of how we identify opportunities and make decisions with exceptional speed and rigor.

Maximum Diversification

We invest across asset classes, geographies, and strategies with no artificial boundaries. Our objective is deliberately broad, assembling uncorrelated sources of alpha — including idiosyncratic and niche opportunities across public equities, credit, private markets, and alternatives.

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