TMT Investment Director
2 weeks ago
We are seeking an experienced Investment Director to drive our TMT equity strategy in Hong Kong and China. The ideal candidate will have a proven track record of alpha generation in long-term, fundamental-driven investing strategies.
The Key Responsibilities include:
- Develop and implement investment strategies for TMT equities in HK and China, aligned with our value investing philosophy.
- Manage an active, high-conviction equity portfolio, focusing on long-term capital appreciation and downside risk control.
- Conduct in-depth research, company due diligence, and industry analysis to identify undervalued investment opportunities.
- Implement a disciplined stock selection process, leveraging fundamental analysis, earnings forecasts, and valuation modeling.
The successful candidate will have 10+ years of experience in equity fund management, buy-side research, or investment banking, with a strong focus on TMT equities in HK & China. They will also possess expertise in value investing principles, intrinsic valuation, and fundamental analysis.
A deep knowledge of the HK/China equity markets, regulatory landscape, and industry trends is essential. The ideal candidate will have excellent stock-picking ability with strong conviction in investment theses.
We offer a dynamic work environment and opportunities for professional growth and development.
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