Avatar of 張朝棟.
張朝棟
Investment Manager
ProfilePortfolio
Posts
8Connections
In
Avatar of the user.

張朝棟

Investment Manager
As an investment manager with a value-oriented positivism approach, I am deeply committed to value investing, integrating strategies supported by solid theory and empirical data. My investment philosophy is shaped by a robust foundation in both quantitative and qualitative analysis. Professional Milestones: Portfolio Management: Successfully managed a diverse portfolio worth several hundred million dollars over the past two years, demonstrating a deep understanding of market dynamics and investment strategies. Social Media Influence: Established a significant presence as an investment KOL in Taiwan through my Facebook fan page 'valueshellseeker,' currently followed by over 26,000 individuals. Extensive Reading & Learning: I have read approximately 800 books, enriching my knowledge and perspective on investment strategies. CFA & CQF Achievement: Passed the CQF and all CFA exams with high grades on the first attempt (L1 and L2: 9A1B; L3: item set 9A, essay 5A4B1C). Expanding Quantitative Strategies: Beyond basic multi-factor models, I am currently focusing on developing mid to low-frequency ML strategies for the Taiwan stock market. The system is largely based on the recommendations found in the book 'Advances in Financial Machine Learning'. I have generated approximately 2000 factors and completed the establishment of a database, with daily automatic updates. I am actively engaged in the development of these strategies. Subsequently, I plan to employ genetic algorithms for automatic factors search. Exceptional Investment Performance (2018/12/31 - 2023/11/15): Achieved a robust annualized return of 24% over five years, substantially outperforming the S&P 500's annualized return of 14% during the same period, highlighting my effective investment strategy and market acumen.
Logo of the organization.
Wonderland Group
Logo of the organization.
The University of Texas at Austin
台灣台北

CV chính

Cập nhật vào lúc thg 2 2 2024

Trình độ chuyên môn

  • Tình trạng hiện tại
    Đã có việc làm
    Sẵn sàng phỏng vấn
  • Nghề nghiệp
    Chuyên gia phân tích tài chính
    Quản lý quỹ
    Trader
  • Lĩnh vực
    Quản lý quỹ đầu tư
  • Kinh nghiệm làm việc
    6-10 năm (6-10 năm liên quan)
  • Kinh nghiệm quản lý
    I've had experience in managing 1-5 nhân viên
  • Kỹ năng
    CFA L3 passed
    Python
    Data Science
    Investment Management
    CQF
  • Ngôn ngữ
    Chinese
    Bản địa hoặc song ngữ
    English
    Chuyên nghiệp
  • Trình độ học vấn cao nhất
    Master

Ưu tiên tìm kiếm việc làm

  • Hình thức làm việc mong muốn
    Full-time
    Quan tâm đến làm việc từ xa
  • Vị trí làm việc mong muốn
    investment manager, senior analyst
  • Địa điểm làm việc mong muốn
  • Freelance

Kinh nghiệm làm việc

Logo of the organization.

Investment Manager

02/2020 - Hiện tại
Taipei City, Taiwan
1.Create a diversified portfolio to protect and increase the value of the company's wealth. 2.Do the due diligence on the potential partners or M&A targets. 3.Assist my company to establish a family office.
Logo of the organization.

Investment Specialist

07/2018 - 02/2020
1 yr 8 mos
Taipei City, Taiwan
Responsible for North America technology industry analysis Side projects: • Designed financial fraud detection system for Taiwan's and China's stock markets. • Designed multifactor model backtest program.

Quantitative Research Analyst

10/2016 - 06/2018
1 yr 9 mos
Taipei City, Taiwan
Developed investment strategies based on the multi-factor model • Organized data, read papers and books, designed models and backtesting, and successfully implemented multiple strategies. • Assisted fund manager to optimize the screening list to pick up the winning stocks. • Launched the first smart beta ETF for our company. • Designed the first comprehensive backtest system for our company.

Alternative Civilian Serviceman

02/2016 - 06/2016
5 mos
Nantou County, Taiwan

Học vấn

Logo of the organization.
Master’s Degree
Data Science
2023 - 2024
Logo of the organization.
2022 - 2022
Mô tả
Skills: Data Analysis · Python (Programming Language) · Investments · Quantitative Finance
2015 - 2017
Mô tả
Skills: Financial Analysis · Investments · Business Analysis
Logo of the organization.
Bachelor’s Degree
Accounting
2010 - 2016
Mô tả
Skills: Financial Analysis · Investments · Business Analysis

Bằng cấp & Chứng chỉ

Senior Securities Specialist (Taiwan)

securities & futures institue (Taiwan)
Phát hành vào 11/2016
Không có ngày hết hạn