What does the investment industry look like in other countries? Is it safe to start building your portfolio even if there are different adversaries and room for improvement?
For today's episode, the Catholic Investment Services podcast welcomes Evelyn Chen. Evelyn is a strong force when it comes to building and implementing investment strategies in Taiwan. She talks about the story behind her business' investment strategies and how she is still getting great opportunities, even with different adversaries. Evelyn also shares the impact of China and Taiwan in the supply chain in the United States and the hedge funds industry in her country.
Highlights
- Who the guest is for today. - 1:05
- Evelyn's fascinating background. - 3:31
- What prompted her to come to the United States for graduate school? - 5:58
- The short story behind her business' investment strategies. - 9:03
- Is she still getting great opportunities even with different adversaries? - 11:19
- The Taiwanese market. - 13:30
- Coming up with the decision of becoming a "next-based company". - 16:49
- The journey of their capital investment strategies. - 18:44
China and Taiwan's impact on the supply chain in the States. - 21:15 - What are the exposures she has in her industry? - 24:01
- The usual names in her portfolio. - 26:44
- The capacity in her funds and how inflation in the United States affected her business. - 27:14
- Is Taiwan affected by water and electricity shortages, especially in the semiconductor industry? - 29:14
- How crowded is the hedge funds industry in Taiwan? - 29:55
Episode Resources - Connect with Catholic Investment Services
- https://catholicinvest.org/about-us/
- https://catholicinvest.org/about-us/#board-of-trustees
- https://catholicinvest.org/contact-us/
- Connect with Evelyn Chen
- https://www.gaamhk.com/
