Job Description
Job Description
Lead Investment StrategyDefine and oversee the firm's Taiwan equities investment strategy, ensuring alignment with overall portfolio objectives and risk parameters.
Portfolio Management & Alpha GenerationActively manage Taiwan-focused equity portfolios with a strong emphasis on consistent alpha generation and risk-adjusted performance.
Market Research & Insight DevelopmentConduct deep fundamental, sector, and macroeconomic research with a particular focus on Taiwan's technology and industrial sectors.
Investment Decision-MakingMake high-conviction investment decisions based on rigorous analysis, maintaining a disciplined and repeatable investment process.
Performance Monitoring & AttributionEvaluate portfolio performance, provide attribution analysis, and refine strategies to enhance returns and manage drawdowns.
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