Youngjun Yoon

BAY Investment is an active, fundamentals-based manager which analyzes economic data and capital market information, aiming to generate additional income without systematic market risks. The firm believes that capital markets are perfectly efficient and performs research and rigorous risk control to allocate assets, making investment decisions based on the selection and weighting of asset classes and a rebalancing strategy. They invest in various asset classes, including stocks, bonds and currencies in Europe/Eurozone, the US, Japan, Canada and Asia ex Japan, employing a reverse optimization procedure to construct portfolios. BAY Investment conducts fundamental quantitative research utilizing a proprietary in-house multi-factor model to select stocks. The model is flexible for a variety of individual benchmarks with customized error tolerances and is based on market information as well as balance sheet information from different data providers, classified according to their five-factor model.

Warburg Invest combines their expertise with modern investment processes at the highest level. Whether it's retail or special fund solutions, they accompany clients and, based on their specifications, design the right product that is tailored precisely to their needs. When implementing it, the firm keeps both above-average returns and appropriate risks in mind.