Jun Bei Liu: A Trailblazer in Australian Investment Management
Jun Bei Liu is a name that has become synonymous with excellence in Australian investment management. As the co-founder and lead portfolio manager of Ten Cap, Jun Bei has made an indelible mark on the financial sector. Her career trajectory, from being an investment analyst to leading one of the top-performing funds in Australia, is nothing short of inspiring. This article delves into her professional journey, achievements, and some lesser-known details about her life, including her age and marital status.
Early Life and Education
Jun Bei Liu’s Background
Jun Bei Liu’s journey into the world of investment management began far from the high-rise buildings of Sydney’s financial district. Born in China, she moved to Australia at the age of 16. She quickly adapted to her new surroundings and pursued higher education at the University of New South Wales (UNSW), where she earned a Bachelor of Commerce with a focus on Economics, Accounting, Finance, and Information Systems.
Her time at UNSW not only laid the foundation for her career in finance but also exposed her to the importance of networking and engaging with industry professionals. Jun Bei was an active member of the Commerce & Economics Society, which helped her build relationships with like-minded peers and future industry leaders.
The Path to Investment Management
Upon completing her degree, Jun Bei began her professional journey as an equities analyst at Morningstar, where she gained valuable experience analyzing a range of industries, from retail to healthcare. Her deep understanding of various sectors set her apart from her peers and prepared her for her next significant role at Tribeca Investment Partners.
At Tribeca, Jun Bei spent nearly two decades honing her skills in investment analysis and portfolio management. She initially worked as an investment analyst before moving up the ranks to become the lead portfolio manager for the Tribeca Alpha Plus Fund. Under her leadership, the fund’s assets under management grew significantly, cementing her reputation as one of Australia’s top investment professionals.
Ten Cap: A New Chapter
The Birth of Ten Cap
In January 2025, Jun Bei Liu co-founded Ten Cap, an investment management firm with a singular focus on delivering best-of-breed returns and a best-in-class investor experience. The firm was born out of her desire to create a platform that combined her expertise in long-short equity strategies with a client-centric approach.
Jun Bei’s decision to start Ten Cap was driven by her desire to build a firm that prioritizes transparency, performance, and long-term success. As the lead portfolio manager, she oversees the firm’s flagship fund, Alpha Plus, which is one of the largest founder-owned and led 150:50 fundamental active extension strategies in Australia. The fund has quickly become one of the best-performing long-short funds within the Australian market.
The firm’s unique approach combines core exposure to the ASX200 Index with a style-agnostic strategy, complemented by a proprietary long-short allocation and hedging strategy. This strategy has made Ten Cap a standout in a crowded investment landscape, attracting investors who value both performance and strategy.
Jun Bei Liu’s Leadership at Ten Cap
As the co-founder and lead portfolio manager at Ten Cap, Jun Bei Liu plays a pivotal role in shaping the firm’s investment philosophy and ensuring that the company’s strategies align with the evolving needs of its clients. Her leadership style is characterized by a hands-on approach, and she remains deeply involved in every aspect of the firm’s operations, from investment decisions to client relations.
Her success at Ten Cap is a reflection of her deep understanding of the Australian equities market, as well as her ability to adapt to changing market conditions. As a result, Ten Cap has quickly gained a reputation for delivering outstanding performance and providing clients with an exceptional investment experience.
Jun Bei Liu’s Professional Credentials
Chartered Financial Analyst (CFA)
Jun Bei Liu is a Chartered Financial Analyst (CFA), a prestigious designation that is recognized globally as the gold standard in the investment management industry. The CFA program equips professionals with advanced investment knowledge, and earning the CFA charter demonstrates a commitment to the highest standards of professionalism and ethics in the investment industry.
Australian Institute of Company Directors (GAICD)
In addition to her CFA designation, Jun Bei Liu is a member of the Australian Institute of Company Directors (GAICD). This credential is a testament to her leadership capabilities and her commitment to continuous professional development. As a member of the GAICD, she is part of a community of business leaders who are dedicated to advancing the quality of governance in Australia.
Personal Life: Jun Bei Liu’s Age and Marital Status
Jun Bei Liu’s Age
While specific details about Jun Bei Liu’s birthdate are not publicly available, it is widely known that she moved to Australia at the age of 16. Given her extensive career and leadership roles, it is reasonable to estimate that Jun Bei is likely in her early to mid-40s. Her professional accomplishments, combined with her position as co-founder and lead portfolio manager of Ten Cap, suggest a person who has had a long and successful career in the investment industry.
Is Jun Bei Liu Married?
As of now, there is no public information regarding Jun Bei Liu’s marital status. She has kept her personal life private, focusing primarily on her career and professional achievements. It is common for high-profile professionals in the finance industry to maintain a degree of privacy regarding their personal lives, and Jun Bei is no exception. While her professional life is well-documented, she has not shared details about her relationships or family life publicly.
Jun Bei Liu’s Impact on the Financial Industry
A Role Model for Aspiring Investors
Jun Bei Liu’s success in the finance industry has made her a role model for many aspiring investors, especially women in finance. She has proven that with hard work, dedication, and a commitment to continuous learning, it is possible to achieve great success in the investment world. Through her leadership at Ten Cap, Jun Bei is helping to shape the future of Australian investment management while setting a high standard for other professionals in the industry.
Advocacy for Diversity in Finance
In addition to her professional achievements, Jun Bei Liu is an advocate for diversity in the finance industry. She is committed to providing mentorship and support for young women who are interested in pursuing careers in finance. By promoting inclusivity and fostering an environment where diverse perspectives are valued, Jun Bei is helping to create a more equitable and inclusive financial services sector.
Conclusion
Jun Bei Liu’s journey from an equities analyst to the co-founder of Ten Cap is a testament to her talent, hard work, and determination. Her success story serves as an inspiration to anyone looking to make their mark in the competitive world of investment management. As she continues to lead Ten Cap with a focus on performance and client satisfaction, Jun Bei Liu’s influence in the Australian financial landscape will undoubtedly continue to grow. Whether through her role as a portfolio manager, her advocacy for diversity, or her leadership at Ten Cap, Jun Bei Liu is a force to be reckoned with in the world of finance.
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