Owens Huang, Portfolio Manager at Dalton Investments, was interviewed by Hedge Fund Alpha, discussing everything from his background in Chemistry to his interest in music composition and history with holding NVIDIA shares. Huang’s investing style has evolved over the years as he started thinking more like a composer. “I think every artist, we have a mind to think about what human beings want 100 years later,” Huang added. “We don’t think about what they want next month or year, so we create art that’s prepared for something later. This made me think long term. Nowadays when I make investment decisions, I want to hold the company for at least five years,” Huang says. Read more about Huang’s investment philosophy here.
