Portfolio Manager, Emerging Markets
Current* Conduct fundamental equity research in communication services (Asia), technology (Asia), E-commerce (China) and healthcare (China) sectors for long-only, all-cap Emerging Markets equity portfolios. * Co-manager of company's China equity portfolio. Our team's China fund ‘Victory Sophus China Fund (RCHYX)’ won the 2018 Thomson Reuters Lipper Fund Award for ‘Best China Region Fund’ over 5 years in North America.* Conduct bottom up equity selection by interviewing company management… Show more * Conduct fundamental equity research in communication services (Asia), technology (Asia), E-commerce (China) and healthcare (China) sectors for long-only, all-cap Emerging Markets equity portfolios. * Co-manager of company's China equity portfolio. Our team's China fund ‘Victory Sophus China Fund (RCHYX)’ won the 2018 Thomson Reuters Lipper Fund Award for ‘Best China Region Fund’ over 5 years in North America.* Conduct bottom up equity selection by interviewing company management teams, analyzing financial filings & industry publications, evaluating business models & competitive landscapes, and examining sell-side research & other channel check reports.* Focusing on companies with superior and sustainable earnings growth, with reasonable valuation and with share price catalysts.* Conduct quantitative equity research in emerging markets as our investment process combines both fundamental and quantitative insights. Build and maintain multi-factor stock selection models in EM. Conduct rigorous back-testing to generate alpha-generating factors and quantitative investment ideas.* Build and maintain analytical and risk management tools for equity investments in EM, including portfolio risk models, market environment analyzers, stock turbulence index, factor performance analyzers, etc. Show less
