 Yee S. Ong, CFA is the founder and Senior Portfolio Manager of YSO Capital Management, LLC. Mr. Ong has more than ten years of professional experience in the financial industry through Charles Schwab & Co. Inc., Washington Mutual Financial Services, Morgan Stanley, Citigroup, and YSO Capital Management, LLC. Moreover, he has earned an investing experience of over 17 years as a private investor. He began investing his own capital in 1993 when he first worked at Charles Schwab & Co., Inc. He has successfully invested through the great bull market of the twentieth century, the collapse of the dot-com at the turn of the century, the great commodity bull market, the surge of the Chinese economy, and the recent subprime crisis.
After earning a Bachelor’s degree in Economics from the University of California at Berkeley, he received the Chartered Financial Analyst accreditation from the CFA Institute. In addition, he was the co-founder of a technology firm, GLO Comp. Inc., and a sports equipment company, Majassin Inc., from 1997 to 2000. Being the principal of companies allows him to understand the critical factors that make a business successful and is a unique attribute that is important but rare among money managers. With his successful business experiences, Mr. Ong invests with the mindset of a business owner and not merely a trader. He is also a member of the CFA Society of San Francisco.
Mr. Ong has achieved spectacular returns at YSO Capital Management ever since its inception at the end of 2004. His market insights, prudent judgment, and exceptional skills in money management have helped him significantly outperformed the market while keeping risks to a minimal level. Since the establishment of the YSO Equity Composite till the end of 2008, the fund earned 22.09% (before management fee) while the S&P 500 Total Return Index lost 17.67% during the same period. In fact, it is rare for any money managers to achieve the risk adjusted performance of Mr. Ong. |
