Singapore
Passionate about ESG, global markets and investment. Secretly believes the SG Value Unlock initiative is of paramount importance Strong performer, backed by strong results Team player, backed by solid references Versatile in coverage, having covered various sectors and geographies across the years. Capable of multi-asset Mandarin native speaker. Able to bridge views across East & West Fan of AI. Profile pic is AI generated All comments here are made in my personal capacity
ESG/Stewardship (ESG/尽责管理) Industrials, EV/Autos, Materials, Energy sector coverage (覆盖 工业，汽车，大宗 和 能源 板块)
Head of Greater China, PM for Asian/China funds ✓ United Greater China Fund (2019) ✓ United Asian Growth Opportunities Fund (small-mid cap fund; 2020) ✓ United Asia Pacific Infrastructure Fund (2018) Analyst for China/HK ✓ Experienced in HK shares, US ADRs and A-shares 基金经理 ✓ 大華泛华基金 (2019) ✓ 大華亚洲成长良机基金 (中小型资本基金; 2020) ✓ 大華亚太基建基金 (2018) 主要覆盖: 中国 / 香港市场 ✓ 对于香港股票，美国ADRs和A股都有丰富的经验
• Coverage: Sector specialist for Industrials, Utilities, Internet & Telecoms across AxJ ✓ Achieved >15% alpha for Industrials sector (AxJ) over course of 2-years coverage ✓ Delivered positive absolute returns (~9%) even in 2015 when markets were down • 覆盖: 工业，电力，互联网，电信 (AxJ 区域) ✓ 在两年的期间里，相对MSCI 工业板块 (AxJ), 获得 >15个点的超额收益 ✓ 在2015年的熊市里，依然赚取到 ~9个点的绝对收益
• Ranked 3rd internally across Asia ex-Japan for accuracy of stock calls in 2012 • Generalist with specialisation in land transport, aviation and healthcare sectors (previously also covered offshore marine and shipbuilding sectors) • Key stocks in portfolio: SG: (CD, MRT, RFMD, STE, SIE, SATS); TH: (BGH, BH) {Previously also covered: VARD SP, COS SP, YZJ SP, EZI SP, EZRA SP} • 2012年时，在推荐准确度的考核上，在野村证券中排名第三 • 主要看东南亚医疗与新加坡工业板块 • 覆盖: 在新加坡 (CD, MRT, STE, SIE, RFMD, VARD, COS, YZJ); 在泰国 (BGH,BH) {之前也覆盖过: VARD SP, COS SP, YZJ SP, EZI SP, EZRA SP}
Deal Sourcing • Spearheaded deal origination efforts in Australia • Identified macroeconomic/industry trends and companies poised to capitalize on them • Successfully sourced and evaluated over 150 deals Deal Evaluation • Proactive in managing deal sheet and ensuring a healthy deal pipeline • Independently negotiated and structured a Chinese water asset securitisation deal • Built financial models and comparables analysis in support of the investment process • Conducted detailed industry research and developed in-depth knowledge on several firms in the real estate and natural resources sector • Deals involved in include co-investment deals with tier-one private equity firms Deal Monitoring • Independently and successfully exited a real estate investment in Australia • Keenly involved in management of a China fund investment • Actively managed a Malaysian real estate investment • Assisted in managing a bio-diesel investment in Hong Kong