Financial Analysts Who Actually Get It
We're not the typical finance team that throws around jargon and calls it analysis. Our group has spent years working through real market cycles in South Korea and beyond. That experience shapes how we approach industry research today.
People Behind the Research
Each person on our team brings something different to the table. We've deliberately built a group where perspectives clash in productive ways. It makes for livelier meetings and, more importantly, sharper analysis.
Jaedong Baek
Senior Industry Analyst
Jaedong came to us after eight years at a Seoul-based investment firm. He's the one who questions every assumption twice and usually finds the hole in our logic. His specialty is manufacturing sectors, but honestly, he reads everything.
Taemin Gwak
Technology Sector Lead
Before joining us in 2023, Taemin spent time at three different startups. He understands tech from the inside, which makes his sector analysis unusually grounded. He's also the person who taught the rest of us to stop using five words when one will do.
Sangwoo Eum
Market Research Director
Sangwoo joined us from an academic background in economics. He brings a methodical approach that balances out the rest of our sometimes chaotic process. When we need to validate a model or challenge our own conclusions, he's the one who does it properly.
How We Work Through Problems
Most mornings start with someone disagreeing about an interpretation from the previous day. That's actually how we prefer it. When everyone agrees too quickly, we've probably missed something.
Our process involves a lot of draft reports that get torn apart before they go anywhere near a client. We cross-check sources, argue about implications, and generally make each other defend every conclusion. It's not the fastest approach, but it tends to catch errors before they become problems.
The South Korean market has taught us to pay attention to regulatory shifts and global supply chain dynamics. Those factors matter more than most generic models account for, so we've built them into our baseline analysis.
What Drives Our Analysis
We've developed a few principles over the years that keep our work grounded. They're not revolutionary, but they help us avoid the common traps that financial analysis sometimes falls into.
Multiple Data Sources
We never rely on a single source for anything important. If we can't verify a trend through at least three independent channels, we flag it as provisional. This caught us from making a bad call during the 2024 semiconductor volatility.
Context Over Numbers
Financial metrics don't mean much without understanding the business environment that produced them. We spend as much time researching industry dynamics as we do crunching data. Sometimes the story behind the numbers matters more than the figures themselves.
Regular Reassessment
Markets change faster than most analysis updates. We've built quarterly review cycles into all our sector reports, but we also maintain watch lists that trigger immediate reassessment when certain thresholds hit.
Clear Limitations
Every analysis has blind spots. We document ours explicitly in our reports. If we're uncertain about something or working with incomplete information, we say so upfront. It builds trust and prevents misunderstandings down the line.
Working With Our Team
If you need industry analysis that goes deeper than surface trends, we should talk. Our next client engagement openings are scheduled for autumn 2025.
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