Portfolio Manager Fundamental Research (Global Equities, AI Infrastructure Focus)

USD100M Singapore-based private investment office is seeking a Portfolio Manager with a strong fundamental research background to work directly with the Principal in managing a concentrated, actively traded global equities portfolio. The portfolio spans US, Japanese, and Hong Kong equities, with deep exposure to AI infrastructure — semiconductors, memory, photonics, optical networking, power, and the enabling supply chain beneath the hyperscalers. You live and breathe markets out of your own passion, generate ideas with rigorous fundamental work, and can move fast when the tape demands it, balancing short term trades with long term conviction. This is a high-velocity, high-conviction environment. Decisions happen in hours, not weeks, and there is no committee between an idea and the trade.

• Own fundamental research across the book: build and maintain views on companies through earnings models, filings analysis (10-Ks/10-Qs,...