Research-driven investment strategies across US and Korean public markets, where macro insight meets disciplined execution.
Our public markets strategy spans global macro, long/short equity, and event-driven special situations.
Regime-based positioning across equities, rates, currencies, and market risk.
High-conviction public equity investing on both sides of the book, focused on quality, mispricing, and downside protection.
Catalyst-driven opportunities where corporate actions, policy shifts, or market dislocations create asymmetric risk-reward.
Our investment process combines fundamental research, macro analysis, and proprietary research infrastructure to support disciplined decision-making.
