Experience

Fuh Hwa Securities Investment Trust Co., LTD.

• Taiwan
• Investment Management
• 1 - 100 Employee

• Vice President, Global Equity Team

  • Feb 2023 - Present



Fuh Hwa Securities Investment Trust Co., LTD.

• Taiwan
• Investment Management
• 1 - 100 Employee

• Vice President, Head of Greater China Team, Fund Manager, Fuh Hwa China New Economy A Shares Fund

  • Dec 2015 - Sep 2022

  • Under my management, successfully turn around and make the fund become one of the best performed Greater China Funds among Taiwan and global ranking • Significantly increase the fund size to become the largest fund in Taiwan from USD 160mn to over USD 400~500mn • Lead a research team including 10 analyst to conduct in-depth research across all sectors in China A and Hong Kong equity markets HONORS: • Citywire Rating: AAA rated fund manager • Best Greater China Fund (3-year), TFF-Bloomberg Best Fund Awards 2020, Taipei Foundation Of Finance (first fund award since the team inception in 2009) • 最佳三年期(2017~2019)大中華股票基金, 第23屆(2020)傑出基金金鑽獎, 台北金融研究發展基金會 • 5-Star Morningstar rating (3-year) • Best fund manager of Fuh Hwa, 2017, 2018, 2019 Show less



First Securities Investment Trust Co., Ltd.

• Taiwan
• Investment Management
• 1 - 100 Employee

• Deputy Head of Overseas Equity, Fund Manager, FSITC China Century Fund

  • Jun 2014 - Dec 2015

  • Managed FSITC China Century Fund • Successfully turned around the fund performance from the bottom of the ranking to become top 3 in 2014 and 2015 consecutively among 40 of Greater China funds in Taiwan; and ranked best performed Greater China fund from 2014 to 2015 among 40 of Greater China funds in Taiwan during volatile market. • Significantly increased the fund size more than double from USD 65mn to USD 180mn • Managed FSITC China Century Fund • Successfully turned around the fund performance from the bottom of the ranking to become top 3 in 2014 and 2015 consecutively among 40 of Greater China funds in Taiwan; and ranked best performed Greater China fund from 2014 to 2015 among 40 of Greater China funds in Taiwan during volatile market. • Significantly increased the fund size more than double from USD 65mn to USD 180mn



SHIN KONG LIFE INSURANCE CO., LTD.

• Insurance
• 1 - 100 Employee

• Head of China Investment Team

  • Oct 2012 - Mar 2014

  • In charge of all China equity investment mandate, including China A and Hong Kong market.• Led a team including 4 analysts to conduct equity research mainly focused on Financials, Cyclicals, TMT, Consumer and Healthcare.

• Equity Analyst/Portfolio Manager, China Investment Team

  • Aug 2010 - Sep 2012

  • Placed first order among all Taiwan life insurance companies to invest in China A.• Founding member of China Investment Team, fully in charge of China A QFII application and establishment of China Investment Team.• Led Shin Kong Life to become the first lifer in Taiwan to submit QFII application to CSRC in extremely tight timeline after deregulation, the first batch of lifers in Taiwan to obtain China A QFII license, the first lifer in Taiwan to get QFII quota from China’s SAFE.• Conducted macro and equity research of HK/China equity, including due diligence and site visits. (Visited more than 30 cities and 100 listed companies in China in these years)• Managed Hong Kong and China A equity portfolio to achieve absolute return; one of the very first batch of portfolio managers who have experience in managing 100% pure China A equity fund in Taiwan.• Maintained a full understanding of, and to comply with, all regulatory (FSC, PBoC, CSRC, SAFE, etc.), legal and internal requirements. Show less



Shin Kong Financial Holdings

• Taiwan
• Financial Services
• 100 - 200 Employee

• Assistant Manager

  • Oct 2008 - Aug 2010

  • Responsible for China-related research, mainly focused on macro, policy and financial sectors • Prepared for Taiwan's de-regulation of life insurance companies' investment in China equities. • Conducted in-depth macro and financial sector research as well as legal analysis. Proposed business strategies and plans to top management for decision-making reference. • Responsible for China-related research, mainly focused on macro, policy and financial sectors • Prepared for Taiwan's de-regulation of life insurance companies' investment in China equities. • Conducted in-depth macro and financial sector research as well as legal analysis. Proposed business strategies and plans to top management for decision-making reference.



Management Systems International

• United States
• International Trade and Development
• 700 & Above Employee

• Project Finance Division

  • Jul 2007 - Aug 2007

  Summer Internship • Assisted in financial management of numerous international projects and supporting various tasks for an international development consulting firm with more than US$ 400 million project amount. • Worked closely with Director of Project Financial Management to perform extensive financial assignments including modeling, cash flow management and project valuations. Summer Internship • Assisted in financial management of numerous international projects and supporting various tasks for an international development consulting firm with more than US$ 400 million project amount. • Worked closely with Director of Project Financial Management to perform extensive financial assignments including modeling, cash flow management and project valuations.



The George Washington University

• United States
• Higher Education
• 700 & Above Employee

• GWU Budget Office

  • Feb 2007 - May 2007

  Spring Internship • Primary duties involve modeling and analyzing financial statements, developing estimates associated with the University's operating budget in the amount of over US$ 1 billion, and preparing supporting schedules for budget briefings. • Accomplished a variety of assignments from Associate Vice President for Budget in a coherent manner and attention to detail. Spring Internship • Primary duties involve modeling and analyzing financial statements, developing estimates associated with the University's operating budget in the amount of over US$ 1 billion, and preparing supporting schedules for budget briefings. • Accomplished a variety of assignments from Associate Vice President for Budget in a coherent manner and attention to detail.