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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| TimesSquare Capital Management, LLC | Portfolio Manager | Jan 2021 to Present | — |
| TimesSquare Capital Management, LLC | Senior Vice President - Emerging Markets Equity Analyst | Apr 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, LP | Principal | Jan 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 LLC | Vice President | Jan 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 LLC | Research Analyst | May 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 Partners | Principal | Jul 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 Suisse | Analyst | Jan 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
Skills & Expertise
Others at Timessquare Capital Management, LLC (24)
| Name | Role | Location |
|---|---|---|
| Partner and Co-Head US Trading | New York, NY , United States | |
| Senior Analyst, Co-PM Healthcare HF | New York, NY , United States | |
| Partner and Portfolio Manager and Analyst | New York, NY , United States | |
E Edward Salib | Director, Senior Equity Analyst | Pleasantville, NY , United States |
F Francine Goldstein | Senior Vice President | New York, NY , United States |
G Gregory Vasse | Partner | New York, NY , United States |
J Jacob Troutman | Vice President | New York, NY , United States |
J Jason Shum | Partner, Senior Equity Analyst | United States |
| Partner, Head of Client Services | Morristown, NJ , United States | |
| Partner | Bluffton, SC , United States |
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