Financial Analysis for Investment Professionals
We work with portfolio managers and analysts who need reliable frameworks for market assessment. Not flashy predictions—just structured approaches to parsing financial data in Taiwan's evolving investment landscape.
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Started small in 2019 with a handful of clients who needed better ways to interpret local market signals. Things grew from there—not overnight, but steadily.
Two former analysts set up shop with a focus on Taiwan equity research. Worked mostly with independent advisors who were tired of generic reports.
A mid-sized asset manager in Taipei started using our sector breakdowns for quarterly reviews. That opened doors we hadn't expected.
Added fixed income and currency analysis after clients kept asking about cross-asset perspectives. Hired three specialists to make it happen.
Building out training workshops for investment teams who want to strengthen their internal analysis capabilities. First sessions scheduled for autumn 2025.
These are real trajectories from people we've worked with over several years. Results vary—a lot—but these stories show what's possible with consistent application.
Senior Analyst, Equity Funds
Started working with us in 2021 when she joined a boutique fund. Used our sector frameworks to build conviction on small-cap positions that her team was nervous about. Two years later, she's leading research for their entire Taiwan book.
Still using the same fundamental checklists we developed together—just applied to bigger portfolios now.
Portfolio Manager, Multi-Asset Strategies
Came to us in 2020 needing clearer signals on currency movements affecting his cross-border positions. We built a simple monitoring system he could actually maintain without constant external support.
His team now runs similar processes across five different markets—adapted the core approach we developed for Taiwan.
A few principles that keep proving useful across different market conditions and client situations.
More data doesn't automatically mean better decisions. Understanding what matters in your specific situation usually matters more than having every possible metric.
One-off deep dives have their place, but consistent analysis frameworks you can run quarterly tend to catch more issues over time.
When positions move against you—and they will—having written rationale helps separate bad luck from bad process. That distinction matters for long-term improvement.
Taiwan's market has specific characteristics that generic models miss. Sector concentration, cross-strait dynamics, supply chain positioning—these show up in the data if you know where to look.
Defining what you're willing to lose before analyzing potential gains keeps emotional decision-making in check. Boring but effective.
Market structures change. Regulatory environments shift. What worked in 2022 might need adjustment by 2025. Regular framework reviews catch this drift before it becomes a problem.
Research-Driven Analysis for Investment Teams
We're a small group based in Nantou County working with investment professionals across Taiwan. Our focus is on practical analytical frameworks—methods you can actually use repeatedly without needing constant external support. Most of our clients are portfolio managers, equity analysts, or advisory teams who need structured ways to interpret market signals in Taiwan's specific context.
More About Our Team