Sign in
DO

David Oh

Portfolio Manager at Timessquare Capital Management, LLC

New York, NY , United States

About

David L. Oh is Senior Vice President, Portfolio Manager/Analyst, and Head of Asia on the International equity team at TimesSquare Capital Management, LLC, based in New York. He is responsible for managing portfolios and leading research efforts focused on international equities, with a specialty in Developed, Emerging, and Frontier markets, and is notably recognized for overseeing small-cap strategies in these regions.

David’s investment expertise centers on Asia-Pacific equities, covering a diverse range of sectors and asset classes, especially small-cap stocks within emerging markets such as Taiwan. His approach relies on in-depth fundamental analysis to identify high-quality growth companies, blending perspectives from a global framework gained over two decades in the industry. Before joining TimesSquare in 2019, David was a Principal at Sustainable Growth Advisers and previously held senior roles at Alinda Capital Partners, Third Point, Sempra Energy Partners, and Credit Suisse First Boston.

He graduated cum laude from Yale University with a B.A. in History and East Asian Studies and holds an M.B.A. from Harvard Business School. David is fluent in Mandarin and conversant in Spanish, bringing valuable cross-cultural and regional expertise to international investing. His contributions include thought leadership on emerging market small caps and the development of institutional investment processes that incorporate rigorous financial analysis and engagement with company management.

Career History

OrganizationRoleDate RangeDetails
TimesSquare Capital Management, LLCPortfolio ManagerJan 2021 to Present
TimesSquare Capital Management, LLCSenior Vice President - Emerging Markets Equity AnalystApr 2019 to Present
I research small cap companies in emerging and frontier markets in Asia that fit our growth and quality criteria, and also work with other TimesSquare analysts and portfolio managers to collectively i...
Sustainable Growth Advisers, LPPrincipalJan 2014 to Mar 2019
I research global large and mid-cap companies with sustainable growth characteristics across sectors and geographies (developed and emerging) for future inclusion in SGA's portfolios. I also monitor ...
Alinda Capital Partners LLCVice PresidentJan 2009 to Jan 2013
I evaluated and led new acquisitions and partnerships in the energy infrastructure sector, including utilities, midstream assets, and renewable energy assets. I also led projects to optimize Alinda's...
Third Point LLCResearch AnalystMay 2006 to Dec 2008
I researched and proposed long or short positions in investment opportunities across industries, geographies, and capital structures, with a particular focus on Asia ex-Japan as well as ideas in the g...
Sempra Energy PartnersPrincipalJul 2003 to Aug 2005
I evaluated and led acquisition efforts in the energy and utility space arising from financial distress or company restructuring. Led the analysis, due diligence, acquisition, and financing of a port...
Credit SuisseAnalystJan 2000 to Jan 2003
I participated in several M&A and financing deals, with a focus on the energy and power sectors. I performed financial analysis and due diligence, and prepared presentation materials and other documen...

Education

Harvard Business School

Master of Business Administration (MBA), Business Administration and Management, General

2005 2007

Yale University

Bachelor of Arts (B.A.), History and East Asian Studies

1996 2000

Others at Timessquare Capital Management, LLC (16)

NameRoleLocation
Adam Salomon
Adam Salomon
Partner and Co-Head US TradingNew York, NY , United States
Bret Jones
Bret Jones
Senior Analyst, Co-PM Healthcare HFNew York, NY , United States
E
Edward Salib
Director, Senior Equity AnalystPleasantville, NY , United States
G
Gregory Vasse
PartnerNew York, NY , United States
J
Jacob Troutman
Vice PresidentNew York, NY , United States
J
Jason Shum
Partner, Senior Equity AnalystUnited States
Jeff Braemer
Jeff Braemer
Partner, Head of Client ServicesMorristown, NJ , United States
Mark Aaron
Mark Aaron
PresidentTenafly, NJ , United States
M
Matt Ripperger
Senior Vice President and Co-Head HealthcareNew York, NY , United States
M
Michael Russell
PartnerNew York, NY , United States
Showing 1-10 of 16 team members