Summary
A Long & Short Investment Ideas generator for Asian Equities with 10 years experience in a Hedge fund focused on bottom-up ideas, searching out mispriced ideas and misunderstood investment thesis. Provides on-the-ground insights in various Asian markets with a sway towards ASEAN. Experienced and survived the Asian Financial Crisis in a family business, as well as the Global Financial Crisis in financial markets where lessons learned. It's all about understanding business drivers and navigating business cycles, which has high applicability in generating investment ideas.
Investment horizon: Mid to Long term
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Asean
Countries:
Indonesia
Sectors:
(generalist)
Content Verticals:
Equity Bottom-Up
Work Experience:
- Trader, Amoeba Capital - Asia ex Japan LS Equity Fund
- Fund Manager, Long Short Asian Equity, Family Office
- Trader, Hachiman Capital - Japan only LS Equity Fund