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Hungta Shen

Hungta Shen

Sell-side Analyst

Followers of Hungta Shen286 followers
location of Hungta ShenTaipei City, Taipei City, Taiwan

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  • Timeline

  • About me

    Fund Manager

  • Education

    • 台灣大學

      1994 - 1998
      學士 國際企業系

      Activities and Societies: NTU Photo Club: 1. As president of NPC(Sep.1996 - Mar.1997). 2. In order to take good pictures, NPC members travelled around Taiwan and had a lot of fun.

    • Virginia Polytechnic Institute and State University

      2003 - 2005
      Master of Business Administration (MBA) Corporate financing & Investment banking

      Activities and Societies: Chinese Student Association( CSA) : 1. It is a association for Taiwanese people. 2. As a president of CSA.

  • Experience

    • JIH SUN Securities Investment Consulting

      Sept 2006 - Aug 2008
      Sell-side Analyst

      1. Research base: Taiwan2. Covered sectors: Pharmaceuticals, Memory, PC downstream, Tourism

    • Capital Investment Trust Corporation

      Sept 2008 - Jun 2018

      1. Create and maintain a100%-self-control investment portfolio including equity and fixed income assets.2. reach NPV record high and outperform benchmark.2. Directly Invest in Asia Pacific areas.3. Include QFII investment in China.4. Present strategic view to inside(sales) and outside(institutional clients, Journalist) stakeholders. 1. Invest in global healthcare sectors, including biotech, pharmacy, medical devices, and so on.2. Present strategic view to inside(sales) and outside(institutional clients, Journalist) stakeholders.3. As a member of fund raising, responible for developing sales kit draft and presenting to inside and outside stakeholders. 4. One of very few taiwan fund managers that operate healthcare fund without advisors. 1. Direct invest in equity assets and fixed income assets in Taiwan markets.2. Use index futures to hedge risks.3. Present strategic view to inside(sales) and outside(institutional clients, Journalist) stakeholders.4. NAV hits record high in 20155.Operation performance: 26.03%(49 months, Benchmark 11.78%) 1. Research base: Taiwan2. Covered sectors: Biotech & Pharmacy, SEMI Bakend, Tourism, and E-commerce.

      • Fund Manager- Capital Asia-Pacific Maga-Trend Fund: Balanced Fund

        Mar 2014 - Jun 2018

      • Fund Manager- Capital Global Best Selection Biotechnology Fund

        Dec 2013 - Jun 2018

      • Fund Manager- Capital Strategic Balance Fund

        Mar 2011 - Apr 2015

      • Buy-side Analyst

        Sept 2008 - Mar 2011

    • Franklin Templeton Sinoam Securities Investment Management Inc.

      Jun 2018 - now
      Fund Manager

  • Licenses & Certifications

    • 證券高級營業員

  • Volunteer Experience

    • tutor

      Issued by Blacksburg 中文學校 on May 2004
      Blacksburg 中文學校Associated with Hungta Shen