Michael R. McGaughy, CAIA, manages money and consults to asset managers, funds and research organizations through Yuan Asset Management Ltd (http://www.yuanasset.com).
An award winning analyst, Michael has a diverse financial background spanning buy- and sell-side equity research, private-equity fund management, and fund- of-hedge funds management.
Michael's research and investing emphasises three things: people, structure and value. He looks for companies that are controlled and managed by quality people, have corporate structures that align minority and majority shareholder interests and trade at valuations that are below intrinsic levels if not outright cheap. He invests globally from his Hong Kong base.
He first came to Asia as an exchange student in 1985 and has been involved with the region ever since, having lived and worked in Beijing, Hong Kong, and Singapore, for different companies including HSBC, the old Crosby Group and StoneWater Capital.
Readers should note that Mike does not post articles to Seeking Alpha directly. Selected blog articles are re-posted by someone else. The original versions and more are at his blog at http://michaelmcgaughy.blogspot.hk/