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Asset Management Managing Director
Asset Management Managing Director
New mentor!
Member since 2025
  • Hong Kong
About the mentor

Seasoned equity research analyst and investment executive with a decade of experience in equity research and portfolio management across North America and Asia. A robust global perspective shaped by roles in leading global and regional financial institutions. Recognized as an established thought leader and investment spokesperson in major media, including CNBC, Wall Street Journal, and South China Morning Post, in the global internet and technology sectors, stock market trends, and thematic investing.

Experienced in long-biased and long-short market-neutral equity investments, with a proven track record of delivering investment alpha across market cycles. Expertise lies in developing differentiated fundamental views and conducting forward-looking research on major economic trends, demographic shifts, and emerging technological themes, all while maintaining a long-term strategic view that balances risk and reward.

Demonstrated consistent ability to lead and mentor high-performing teams. Passionate about building and inspiring multicultural teams, with a strong commitment to mentoring the next generation of finance professionals, fostering a high-performance mindset, and delivering concrete results.

Beyond investing, passions include:
1. Coaching and mentoring young finance professionals and recent graduates
2. Engaging in charity projects in Hong Kong, Singapore and China

What is WSO Academy?

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Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

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