Investment professional with 7+ years of buyside experience in long/short equity, activist short, and systematic strategies. Co-managed a $200M AUM portfolio at a generalist hedge fund.
Overview
12
12
years of professional experience
Work History
Analyst
Individual Investor
Vancouver
01.2024 - Current
Manage a diversified long/short equity portfolio of over $15 million for friends and family, achieving a 42% net return in 2024 and a 25% year-to-date return as of August 2025. Portfolio maintains around 40 long positions and 100 short positions at any given time
Develop long investment thesis based on identifying thematic trends and growth-at-a-reasonable-price
Execute short strategy focused on identifying non-sustainable businesses and companies facing secular industry decline
Analyst
Connective Capital Management
Palo Alto
07.2016 - 03.2022
Promoted from analyst to co-managing the investment portfolio in 2019. Managed 25-35% of the fund’s $200M AUM and achieved annualized alpha returns between 5% and 15%
Conducted deep fundamental research on companies across technology, renewable energy, and biotechnology sectors to generate actionable long/short ideas
Co-managed the firm's activist short strategy, contributing to successful short positions against companies including Valeant Pharmaceuticals, Hanergy, Fullshare, Organovo, and Second Sight
Developed and back-tested multiple high-alpha systematic strategies by analyzing and positioning ahead of predicted liquidity flow events
Actively managed a portfolio of 5-10 long positions and a diversified short book of 30-50 positions concurrently
Expanded and maintained a network of over 10 investment banking relationships to optimize financing strategies for small-cap companies
Assisted in key operational duties, including trade execution, reconciliation, margin and stock borrow management, and portfolio rebalancing
Analyst
Eos Fund
Vancouver
12.2013 - 06.2015
Conducted fundamental analysis and due diligence for a family office/activist short fund specializing in U.S.-listed Chinese companies.
Produced detailed financial models and investment memos to support research on identifying potential fraudulent companies, contributing to the firm's investment decisions