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)
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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
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