KIJONG (LUKE) OH
Portfolio Manager
Seoul,11
Summary
Skilled in stock bottom-up research, portfolio management with a proven track record of consistently outstanding long term results. I strive to communicate/serve customers with sincerity and integrity.
Overview
13
13
years of professional experience
6
6
years of post-secondary education
Work History
CEO / CIO
Troy Investment Management Co., Ltd.
01.2015 - Current
- Responsible for security selection, portfolio management.
- As head of research, traveled over 800+ companies and create research materials on stocks listed in Korean stock market (KOSPI + KOSDAQ)
- As portfolio manager, portfolio has consistently outperformed the benchmark KOSPI since beginning, maintaining double-digit average returns annually.
Co-founder / CFO
JBK Global Inc.
12.2011 - 08.2013
- Co-founded a global fashion trading company and conducted business exporting domestic clothing items to Taiwan, China, Japan and various countries.
- Helped domestic fashion brands to start business with international buyers, also provided financial and strategic support.
- Took the lead in executing M&A negotiations with domestic brands for our future growth.
Research Analyst / Portfolio Manager
AK Asset Management Co., Ltd.
02.2011 - 11.2011
- A junior analyst specialized in entertainment and retail industries.
- Managed 200m KRW, most were traditional long managed accounts, and also managed long-short equity fund for Hong Kong based institutional clients.
Education
Bachelor of Arts - Economics
University of Michigan
Ann Arbor, MI, U.S. 09.2004 - 12.2010
Skills
CFA (Chartered Financial Analyst)
CIM (Certified Investment Manager)
Timeline
CEO / CIO
Troy Investment Management Co., Ltd.
01.2015 - Current
Co-founder / CFO
JBK Global Inc.
12.2011 - 08.2013
Research Analyst / Portfolio Manager
AK Asset Management Co., Ltd.
02.2011 - 11.2011
Bachelor of Arts - Economics
University of Michigan
09.2004 - 12.2010