Senior Research Director
Milton joined DCG Capital as Senior Research Director in 2020 to lead the firm’s Greater China research in Hong Kong. He has been in the finance / investment industry for over two decades.
From 2008 to 2019, he was a Managing Director of Lockheed Martin Investment Management Company, the award-winning multi-billion pension fund of the eponymous manufacturer. He led a coterie of fundamentals-driven professionals to build the Asia office from scratch, overseeing investments in this region. This included not only formulating the investment strategies, but also managing the in-house funds and seeking outstanding money managers in Asia.
Milton also set up, in Hong Kong, the Greater China investment office for Dow Chemical’s US pension (from 2005 to 2008), managing an equity portfolio and finding fund managers that shared the Benjamin Graham / Warren Buffett philosophy of investing. Milton’s prior experience to this included being part of a group that built the Equity Research team in JPMorgan into an industry-acclaimed team for both sector (Regional Utility) and country (HK / China), as well as a stint as a commercial banker in Citicorp.
Milton holds an MBA with Honors from The Wharton School (University of Pennsylvania), majoring in Finance and Banking – and tutoring its International Finance course during the time. He also has a Masters in Journalism from the Hong Kong University and a Bachelor’s in Computer Science and Information System (with 2nd Upper Honors and a thesis on parallel computing) from the National University of Singapore, as well as an accounting diploma from ACCA.