Taipei, Taipei City, Taiwan
A competent equity fund manager with a proven track record possesses 15+ years of experience in managing global, regional, thematic and sector funds, and with specialization in the Greater China Region. Previously developed expertise in portfolio management, asset allocation, risk management & industry research. Qualifications include skills in: *China’s Macroeconomic Research & Government Policy Interpretation *Implementation technical analysis combining market fund flow in the stock investment process *Pinpoint leading sectors and stocks of A-share market *The Securities Investment Analyst License-CSIA (Taiwan) *The Senior Securities Specialist License (Taiwan) *The Securities Investment Trust and Consulting Professional License (Taiwan)
兆豐生命科學基金 兆豐中國A股基金 兆豐中國內需A股基金
日盛中國內需動力基金 日盛長照產業收益不動產證券化基金
新光中國成長基金 新光兩岸優勢基金 新光全球生技醫療基金 新光多重資產基金 新光亞洲精選基金 新光全球高股息基金 *Responsible for 2 public offering funds: - Co-manage Shin Kong Emerging Wealthy Nations Bond Fund since Jan-2020 - IPO Preparation for Shin Kong Environmental Sustainability Bond Fund *Previous responsible for 4 public offering funds: -Actively managed Shin Kong China Growth Fund & Shin Kong Cross-Straight Fund from 2010 to 2020. -Co-managed Shin Kong Global HealthCare Fund from Dec 2016 to June 2020 -Co-managed & Active Managed Shin Kong Global Top Dividend Fund from Jan 2010 to Sept 2011 *Responsible for asset allocation, portfolio management, securities selection and cash management *Preparation of the investment analysis reports & the investment decision forms to meet the 4 major investment procedures *Execute investment decisions from investment advisors & generate daily reports for co-managed funds *Prepare weekly and monthly fund report for both internal and external use
*Collet macroeconomic data of major markets, assess country’s outlook and policies, and forecast the effects of these trends on a company or industry *Responsible for placing orders with various global brokers *Monitor the order procedures if meet the regulation *Follow up the settlement and clearing issues with custodian banks
*Generate commodity investment ideas based on fundamental research and data analysis -mainly focus on Gold and Crude oil.
*Responsible for investing the firm’s capital for profit on the NYSE via inter-day trading *Analyze the stock market movement using various technical analysis techniques and indicators *Manage personal trading plan