About
I'm a hedge fund analyst at DX2 Capital Management, where I cover a multi-sector long/short equity book with a growth at a reasonable price orientation. My work sits at the intersection of rigorous fundamental analysis and a genuine curiosity about how businesses compound value over time.
I graduated from Pepperdine University with a Finance degree and bring prior experience from PwC Hong Kong (assurance) and Kem (financial analyst). My long-term goal is to run my own fund, that captures high-quality growth names with strong thematic tailwinds.
More than anything, I think investing is the best intellectual game there is. The market humbles you every day, and that constant pressure to be right cultivates a level of rigor and intellectual honesty that I haven't found elsewhere.
My research process is rooted in primary diligence, working through 10-Ks and financials, stress-testing management narratives against my own view, and trying to develop a differentiated perspective on the thematic vectors that will drive value before the market fully appreciates them.
