Summary
Experienced Analyst/PM in Asia-focused, long-short, equity hedge funds. Top-down macro overview generating investment themes and ideas, before moving to sector and stock selection.
The analysis of macro themes can inform your own macro strategy and/or provide a backdrop for your own stock specific research.
All information is from publicly available sources and ideas are based on our own views and analysis.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Asia Pacific
Countries:
(generalist)
Sectors:
(generalist)
Content Verticals:
Cross Asset Strategy, Thematic (Sector/Industry)
Work Experience:
- Pegasus Asia (Long Short Equity Hedge Fund)
- Metage Capital (EM fund-long only and hedged)
- Pegasus (Long Short Equity Hedge Fund)
- Pacific Group (Macro, Long-Short Hedge Fund)