Value Creation – Athena aims to discover and invest in under-researched “hidden gems/future stars” from over-looked/out-of favor publicly listed companies, and be a “friendly shareholder activist” to assist corporate management enhancing shareholder value through successful investor relations strategy.
Differentiation – Rooted in Taiwan, with a global perspective, Athena is unique to global investors on Greater China focus; and has comparative advantage vs local investors given the worldly view. Through bridging and dots connecting, Athena will impact global awareness of under-valued companies in Greater China.
Integrity/Partnership – Credit is virtue. Trust is everything. Collaboration is key. Operating based on trust, Athena emphasizes on moral value for positive influence in Greater China financial markets and charitable societal contribution.
Managing Partner’s Background
Columbia University – Completed both MS and BS degrees in four years from Columbia University (BS in Electrical Engineering and MS in Operations Research).
Harvard Business School – Owner/President Management (OPM) 51
Morgan Stanley – Executive Director. Top ranked Taiwan Country Strategist, Asian Semiconductor Technology Analyst, Asian Software Technology Analyst (Institutional Investor Survey).
Credit Suisse – Vice President. Member of top ranked Asian Equity Research team (Institutional Investor Survey).
Grand Capital Group – Executive Vice President. Co-Founder of Venture Capital firm in Asia. Board member of late stage technology companies in the US and Asia.
Citigroup – Vice President. Pioneered Emerging Markets Technology Research in Citigroup Global Assets Management across China, India, Korea, Taiwan, Hong Kong, South East Asia, etc.
Goldman Sachs – Financial Analyst. Member of the #1 ranked US Semiconductor Investment Research team (Greenwich survey) for Global Semiconductor and Semiconductor Capital Equipment sectors.
Integrity – the key foundation of what we do. No compromise.
Idea Generator – Constantly brainstorm on “best practice” to optimize our workflow – a relentless pursue for productivity improvement. Document what’s the best way today; and continue to optimize that very best tomorrow.
Team Work – Collaboration wins long term. No man is an island. Collectively, we build the best platform for what we do. Be a marathon runner.
Professionalism – Start with a good habit; train for a good discipline. Follow instructions and execute. Become the expert for what we do.
Effective Communicator – When spot the risk, inform right away. Don’t hide the problem; it costs less to tackle down early. When seeing a good idea, share it right away; it is worth more for being early. Time is money. Every monument is built from a start of a good idea generation, and fall by the beginning of a problem ignorance. Speak up to prevent path loss or project delay; and to fine-tune in harmony and focus.
Problem Solver – Always be a risk taker and not afraid of facing difficult problems. Life is all about lesson learning from solving series of challenges. Develop the mindset to tackle the problem, break it down, and enjoy the problem-solving process itself.
Good Planner – Always plan ahead. Think far and visualize the forest. Be imaginative of what the outcome could be. Rule of 3 – always think about the 3 best optimized alternatives or possibilities, and choose the most suitable or best probable option.
Execution – Set a timely plan, phase down the schedule, and execute by task. Subtraction rule – simplify what’s complicated; don’t paint a snake with feet; discover the universal truth.
Adaptive – What’s unchanged in the world is that things are constantly changing. We are lucky to enjoy the fun in an uncertain world. Always learning, stay objective, adaptive, and investigative.
Passion to Learn – Train the ability, expand the capacity, shape for the better. Target to double the knowledge base every year (let’s start practicing now as the world will demand everyone to keep that pace ahead; in 2015, human knowledge base was expected to double in every 3 years).
Athena stands for Wisdom, Courage, Inspiration, Strategy, Competence, and Victory.
Athena Innovators Program
Objective – Develop Future Financial Leaders in Greater China Capital Markets
Commitment – 6-12 months (2-3 days/week). Successful future capital market leader will receive recognition.
Requirements – Graduate level or Senior class students with strong enthusiasm in investment research related fields. Strong academics in accounting, finance, economics, business, engineering, etc related courses. Ideal candidate shall be self-starter, coachable, independent, time-sensitive, project-oriented, and is a team player.
Experience – 1) company visits and market research. 2) financial reports and industry analysis. 3) modeling and presentation.
Team Work – Financial leaders will collaborate in teams. Long term network benefits lead to advanced growth development and charitable societal contribution.
Animal Rescue Team TAIWAN
Bornanew Youth Caring Association
Chung Hsiao E. Rd., Sec. 4, No. 303, 12F-1
Da’an District, Taipei, Taiwan, 106
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