Eric Chen

Eric Chen
Equity Long/Short Analyst

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Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)
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Summary

With over 10 years' experience across sell-side and buy-side, Eric has covered hundreds of Greater China equities in the TMT and consumer spaces, two sectors woven together by the thesis that technology empowers consumption. Eric is highly experienced in fundamental equity long short strategy. Employing overarching analytical frameworks uncovering invisible connections between the internet and brick-and-mortar consumption, he seeks to produce differentiated and original research that combines in-depth qualitative analyses and robust modelling. The process helps gain deep insights into critical value drivers misunderstood by the market, which results in mispriced stocks and hence long/short opportunities.

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