Investment research professional with 8+ years of equity analysis experience across long-only and long/short strategies, now leading product development for industrial equipment distribution.
Building inspection equipment segment from scratch by sourcing and managing vendor relationships independently. Created marketing materials, provided technical training to sales team, and engaged regional customers on product sales and post-sales support. Advisory role to management on business strategy and capital allocation decisions.
Generalist covering global stocks across developed markets for a family office long-only fund. Initiated coverage on new ideas, conducted expert interviews, and discussed portfolio names with investment team. Held CFA Charterholder designation.
Covered Consumer sector in Asia ex-Japan for sovereign wealth fund. Provided recommendations on position sizing and initiations to portfolio team. Actively engaged with companies, built financial models, and presented findings to broader investment team.
Generalist analyst under long-only mandate covering ASEAN funds. Advised on position sizing and portfolio management decisions. Actively managed Malaysia and Indonesia portfolio names with coverage initiation on more than 10 stocks across the region.