Research
Articles written by or contributed to by Jinwoo Jung.
Bullish on Nintendo as the market misprices cyclical hardware margin compression as structural deterioration, while underappreciating the durability of its first-party intellectual property and debt-free balance sheet. The thesis is that accelerating software mix shift, Switch 2 momentum, and an upcoming film release create a convergence of earnings tailwinds within a single reporting cycle that the current price does not reflect.
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Hugo Raffard
Co-Founder & Head Portfolio Manager
Alexander Gevers
Head of Energy & Infrastructure
Jinwoo Jung
Fundamental Equity Analyst
Aryan Nejabati
Head of Macro & Chief Economist
Sky Reinecken
Paolo Buquicchio
Gabriel Zubiria
Hissan Omar
Quantitative Risk Analyst
Arthur Dufournier
Luigi Giordano
Lorenzo Berretti
Aubery Rong
Head of Operations
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