K-LEADERS

K-LEADERS

(Sung Jae Park)

I pursuit the investment philosophy of VIP in that valuation is important under bottom-up research. However, rather than investing traditional value stocks and bucking the trend, I seek for small/medium-sized companies that show substantial improvements in profits and cash flows that can justify my valuation within structurally growing industries.
주요 전략 및 컨셉
Item K-type
Investment Strategy Focus on Structural Growth and Strong Profit
Management Career July 6th, 2020
AUM 30.8 Bn. KRW
Portfolio Diversification 23 Stocks
Stock Position 98.68%
Top 10 Weights 75.7%
Key Strategy and Concept

 
 

 

 
 

 

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