Korea Equities

Our Seoul-based investment team uses a fundamental, bottom-up approach to Korean equities as we seek to deliver attractive risk-adjusted returns for our clients.

AUM

$ 9.50 billion as of December 31, 2023

Inception Date

1988

Vehicle Types

Separate Account
Mutual Fund

Investment Philosophy

We believe that investing in companies that are undervalued—relative to their intrinsic value—can potentially deliver stable excess returns over the medium to long term. Our team uses a bottom-up, fundamental approach to identify and evaluate investment opportunities.

Our Value Add

Value Investment

  • Based on extensive research, we invest in companies that are mispriced compared to their intrinsic value, seeking stable returns over the mid to long-term.

Bottom-up Approach

  • We use a bottom-up approach to analyze the intrinsic value of a company, taking into consideration its current and future growth value, and we balance the overall portfolio with a top-down view.

Risk Management

  • Within our thorough internal control system, we strictly adhere to related regulations and investment guidelines and adopt a team decision-making process to manage risk.

Portfolio Managers

Hyun Choi
Head of Korea Equity
Jasmine Kim, CFA
Investment Manager, Korea Equites
Kenneth Shin, PhD
Investment Manager, Korea Equites
Chun Song
Investment Manager, Korea Equites
Investing Together

In our experience, the time invested in relationships, is time well spent.

We strive to improve every day—to innovate, to adapt, and to evolve alongside our clients—and to always remember the real-world impact of every investment decision we make.