Aileen Chang - Deep Research

My guest today is Aileen Chang, a fellow member of ValueAsia and Founder & CIO of Tashi Capital, a Hong Kong-based investment manager which specialises in China and South Korea. Tashi is driven by deep, proprietary research and manages a highly concentrated portfolio with an investment horizon of over 5 years. In this conversation, we cover Aileen's early experiences as a hedge fund analyst; how she came to specialise in China; what she is building with Tashi; and what the twin concepts of margin of safety and certainty mean to her.

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