Technology and Media Investment Expert
1 week ago
The ideal candidate will be responsible for developing and implementing investment strategies for TMT equities in HK and China.
Main Objectives:- To develop and implement investment strategies for TMT equities in HK and China, aligned with the firm's value investing philosophy.
- To manage an active, high-conviction equity portfolio, focusing on long-term capital appreciation and downside risk control.
- To conduct in-depth research, company due diligence, and industry analysis to identify undervalued investment opportunities.
- 10+ years of experience in equity fund management, buy-side research, or investment banking, with a strong focus on TMT equities in HK & China.
- Proven track record of alpha generation in long-term, fundamental-driven investing strategies.
- Expertise in value investing principles, intrinsic valuation, and fundamental analysis.
- Strong financial modeling skills, proficient in DCF analysis, multiples valuation, and NAV models.
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