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Yee S. Ong, CFA is the author of "The Strategist's Mind: The Art of High Return, Low Risk Investing" and the principal of YSO Capital Management, LLC, an investment management firm located in Burlingame, California. Yee has more than ten years of professional experience in the financial industry and over 17 years of experience as a private investor. Having cofounded two startups, he invests with the mindset of a business owner. Yee received his Bachelor's degree in Economics from the University of California at Berkeley and is a member of the CFA Society of San Francisco.
- Description: Portfolio manager. Trading frequency: Infrequent
- Interests: ETFs, Forex, Stocks - long, Stocks - short
YSO Capital Management, LLC Company Overview YSO Capital Management, LLC is an independent money management firm founded in 2004. We specialize in equity investments for high net worth individual and institutional investors. Our goal is to provide investors with unparalleled investment management services while maintaining the highest ...More
level of ethical standards. Mission Our primary mission is to construct and manage portfolios for investors that will deliver solid annual returns while minimizing risks and vulnerability to market volatility. We do so by investing in companies that exhibit the potential for long-term profitability as supported by our comprehensive research. We also employ short positions, cash, and options to strategically manage overall portfolio risk. Our portfolios are typically concentrated in fifteen to thirty positions. Our investment approach is purposely conservative, but decidedly unconventional, to allow us to create stronger and more efficient portfolios in the long run for our clients.
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The Strategist's Mind: The Art of High Return, Low Risk Investing You may have heard that high returns only come with greater risk. Yee Ong proves otherwise in his book, The Strategist's Mind: The Art of High Return, Low Risk Investing. Dive into the mind of a veteran money manager as he lays out the road map to investment success. Learn about: * The shortcomings of ...More
diversification and "buy-and-hold" * Developing a contrarian viewpoint * Thinking like a business owner * Understanding key investment variables * Managing uncertainty * Valuing investments * Quantifying profit/loss potential Any investor serious about building wealth will profit from the strategies and insights revealed in The Strategist's Mind.
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