Profile
Phelix Lee is an Equity Analyst at Morningstar Asia Ltd.
since 2019.
Prior to this, he worked as an Analyst at Kingsway Financial Services Group Ltd.
(Research Firm) from 2014 to 2019.
Phelix Lee active positions
Companies | Position | Start |
---|---|---|
Morningstar Asia Ltd.
Morningstar Asia Ltd. Investment ManagersFinance Morningstar Asia Ltd. is an investment research firm headquartered in Hong Kong. The firm was founded in 2000 and is a subsidiary of Morningstar Holland BV, ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Morningstar Asia provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. | Analyst-Equity | 2019-09-30 |
Former positions of Phelix Lee
Companies | Position | End |
---|---|---|
Kingsway Financial Services Group Ltd. (Research Firm)
Kingsway Financial Services Group Ltd. (Research Firm) Investment ManagersFinance Kingsway Financial Services Group Ltd. (Research Firm) (Kingsway-Research) is the investment research division of Kingsway Financial Services Group Ltd., ultimately owned by Sunwah Kingsway Capital Holdings Ltd. (HKG: 0188), a financial services company headquartered in Hong Kong. Kingsway-Research provides research with a focus on the Hong Kong and Chinese markets to individual clients, corporate clients as well as institutional clients. The firm delivers high quality reports, actively looks for undervalued/under-researched situations with considerable upside potential. They focus on regional economics and covers small to mid-cap companies. | Analyst-Equity | 2019-09-30 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Kingsway Financial Services Group Ltd. (Research Firm)
Kingsway Financial Services Group Ltd. (Research Firm) Investment ManagersFinance Kingsway Financial Services Group Ltd. (Research Firm) (Kingsway-Research) is the investment research division of Kingsway Financial Services Group Ltd., ultimately owned by Sunwah Kingsway Capital Holdings Ltd. (HKG: 0188), a financial services company headquartered in Hong Kong. Kingsway-Research provides research with a focus on the Hong Kong and Chinese markets to individual clients, corporate clients as well as institutional clients. The firm delivers high quality reports, actively looks for undervalued/under-researched situations with considerable upside potential. They focus on regional economics and covers small to mid-cap companies. | Finance |
Morningstar Asia Ltd.
Morningstar Asia Ltd. Investment ManagersFinance Morningstar Asia Ltd. is an investment research firm headquartered in Hong Kong. The firm was founded in 2000 and is a subsidiary of Morningstar Holland BV, ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Morningstar Asia provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. | Finance |
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