Evelyn Chen, Founder and Portfolio Manager, Grand Alliance Asset Management "The Secret Required to be a Great Stock Picker: Patience and Dissecting Insects"

Our guest for today's podcast is Evelyn Chen, Founder and Portfolio Manager of Grand Alliance Asset Management, an asset management firm focused on growth equity in Asia with a specific expertise in Taiwan and China.

 

What I love about interviewing different portfolio managers is the individual stories on what it takes to be the best at their craft.  Growing up, Evelyn's initial interest was to become a biologist given her love of insects and the patience required to be an expert in dissecting insects and understanding how they function.  Luckily for investors, she pivoted to become an equity analyst and, leveraging that same level of patience and precision required to be a biologist, refocused her skills to eventually become a top stock picker.  It is a cool story!

 

Joining me on this podcast as guest host is Meisan Lim, Head of Macro and Quantitative Strategies for Cambridge Associates, one of the top consulting firms in the hedge fund business.  When I asked Meisan for her thoughts on an awesome Asian female hedge fund manager, Evelyn's name immediately came to mind.  Thank you again Meisan for inviting Evelyn.

 

Without further ado, here is my conversation with Evelyn Chen and Meisan Lim.