Podcast: Aileen Chang

I interview Aileen Chang, Founder & CIO of Tashi Capital, a Hong Kong-based investment manager which specialises in China and South Korea.  Tashi is driven by deep, proprietary research and manages a highly concentrated portfolio with an investment horizon of over 5 years.

We cover Aileen's early experiences as a hedge fund analyst; how she came to specialise in China; what she is building with Tashi; and what the twin concepts of margin of safety and certainty mean to her.