Gary Hui

Gary Hui, portfolio manager at Geometrica Fund, shares insights from his deep research approach in investing. He argues that narratives often mislead investors, illustrating his point with the case of A2 Milk, where he utilized WeChat data and quantitative methods to identify short opportunities. Gary also critiques the misattribution of ResMed's challenges to market dynamics instead of inventory issues. He emphasizes the importance of alternative data, careful analysis, and rejecting conventional wisdom in seeking asymmetric investment targets.