About
Owens Huang is a Partner and Portfolio Manager at Dalton Investments, where he leads the management of the Dalton Pacific Rim Fund and the Dalton Asia Pacific Series B Fund, overseeing global and Asia Pacific equity portfolios with a total size ranging from $200 million to $300 million. His investment focus is particularly strong in the technology sector, leveraging his science background to research companies in tech, semiconductors, and engineering-driven industries throughout Asia and globally. He routinely meets company management and specializes in owner-operator firms with robust capital allocation discipline.
Prior to joining Dalton Investments in 2015, Huang was a research specialist and later Investment Commissioner at the Taiwan Insurance Guaranty Fund, where he co-managed an $8 billion portfolio focused on recovering value from distressed insurance companies. He entered Dalton as a Senior Research Analyst for Asian equities and quickly advanced to co-portfolio manager after demonstrating expertise and leadership in market analysis and direct company engagement.
Huang holds an MBA from NYU Stern School of Business and a Bachelor of Science degree from National Taiwan University. His analytical approach is shaped by a combination of value investing principles and scientific rigor, resulting in a disciplined investment process. Outside of investing, Huang is recognized for his creative pursuits in music under the pseudonym OHNomad, but his professional achievements in asset management, especially in Asian and global tech equities, remain his core industry contributions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Dalton Investments | Portfolio Manager | Jul 2015 to Present | — |
| NYU Stern School of Business | MBA | Aug 2013 to May 2015 | • Portfolio Manager of Value portfolios, Investment Analyst of Fixed Income portfolios, Michael Price Student Investment Fund($2MM of NYU Endowment)
• Recipient, Stern Community Scholarship |
| OHNomad Music | Founder and Composer | Dec 2022 to Present | — |
Education
NYU Stern School of Business
Master of Business Administration (MBA)
2013 — 2015
National Taiwan University
Bachelor
2002 — 2006
Skills & Expertise
Others at Dalton Investments LLC (4)
| Name | Role | Location |
|---|---|---|
G Gifford Combs | Portfolio Manager | Los Angeles, CA , United States |
| Partner, Senior Research Analyst | Dallas, TX , United States | |
K Krishan Agarwal | Equity Analyst, $1 billion hedge fund | Los Angeles, CA , United States |
| Portfolio Manager, Dalton India Fund | Los Angeles, CA , United States |