to Yee Ong's homepage! Here, you can learn more about the
money manager and author of The Strategist's Mind.|
S. Ong, CFA is the founder and Senior Portfolio Manager of YSO
Capital Management, LLC. Mr. Ong has more than eleven years of
professional experience in the financial industry through
Charles Schwab, Washington Mutual Financial Services,
Morgan Stanley, Citigroup, and YSO Capital Management.
Moreover, he has over 18 years
of experience as a private investor, having begun investing his own capital in
1993 when he first worked at Charles Schwab. Mr. Ong has
successfully invested through the great bull market of the
twentieth century, the collapse of the dot-coms at the turn of
the century, the great commodities bull market, the recent subprime crisis, and the surge of the
earning a Bachelor’s degree in Economics from the University of
California at Berkeley, he received the Chartered Financial
Analyst accreditation from the CFA Institute. In addition, he
was the co-founder of technology firm, GLO Comp. Inc., and
sports equipment company, Majassin Inc., from 1997 to 2000.
Being the principal of companies allows him to understand the
critical factors that make a business successful and is an attribute rare among money managers. With
his successful business experiences, Mr. Ong invests with the
mindset of a business owner and not merely a trader. He is also
a member of the CFA Society of San Francisco.
Mr. Ong has achieved extraordinary returns at YSO Capital
Management since its inception at the end of 2004. His
market insights, prudent judgment, and exceptional skills in
money management have helped him significantly outperform the
market while keeping risk to a minimal level. Since the
establishment of the YSO Equity Composite until the end of 2010,
the fund earned 35.49% (before management fee)
while the S&P 500 Total Return Index gained 4.31%
during the same period. It is rare for any money
manager to achieve the risk adjusted performance of Mr. Ong.