Perform fundamental, bottom-up research to identify long-term investment opportunities with the potential for substantial value appreciation over time in the global equity marketIdentify high-conviction opportunities, leveraging in-depth understanding of business moats and compounding power, for inclusion in a concentrated, long-term strategy with low turnover

Launched and managed $650M Emerging Market and APAC Consumer portfolios with full discretion and independent trading authorityCo-Portfolio Manager for $1.6B TIAA-CREF Emerging Market Equity FundConducted bottom-up fundamental research to identify high conviction stocks for portfoliosManaged portfolio risk, evaluating overall positioning across sectors and countries against a set of exposure factorsContributed top ideas to global portfolios across the firm through bet sizing signalingParticipated in monthly client portfolio manager reviews and marketing efforts of the funds

Long/Short Equity Hedge Fund ($1.6bn AUM) Analyzed business models to identify and evaluate long and short investment opportunities in Asia Conducted fundamental research including building earnings models, and extensive due diligenceRecommended investment ideas to portfolio manager and CIO. Actively monitored portfolio stocks

Private EquityDeveloped and presented strategic plans for portfolio companies to improve competitive positionMonitored portfolio companies’ operational and financial performance, and suggested metrics to improve operations

Led cross-functional teams in managing and coordinating tasks and processes throughout IPOs Solicited strategic investors, negotiated deal structure& term sheet and performed due diligence Selected transactions: i) $3.3bn China Shenhua Energy IPO; ii) $1.7bn China Telecom secondary offering; iii) $1bn China Unicom Convertible Bond placement; iv) Air China’s M&A deals; v) RMB4bn China Merchant Shipping IPO