The investment process focuses on small/micro-cap equities in developing markets. They have a strong long bias and are looking for asymmetric risk/reward on a multi-year investment horizon: 3-4x upside in 4 years with limited possibility of capital impairment. The core of the research involves speaking with industry experts and it takes months for the team to build conviction in a stock.
The analyst will report directly to the Portfolio Manager and the founder and receive active mentoring by the senior investment professionals. He/She will be involved in all steps of the investment process, with an emphasis on deep-dive, bottom up primary research.This is an opportunity to join a young fund which, given the proximity of the 3-year fund life and strong track record, may be nearing an inflection point in AUM.
The ideal candidate will have 1-4 years of experience, including 1-2 years at a hedge fund and be fluent in Mandarin.