Integrity
Profession
Sustainability
誠信 專業 永續
Our Mission
Kinvest Capital is founded by Kevin Liu & Jasmin Chang in 2021. After over 10-year experiences in Taiex research and portfolio managing, including Fuh Hwa Investment Trust, President Securities, Cathay Securities, founders dedicated to establishing a distinctive and professional asset management company with integrity, profession, and sustainability.
凱世理念
創辦人劉子豪先生與共同創辦人張家瑜小姐於2021年創立凱世資本。創辦人於業界累積超過十年的台股研究與操盤經驗，曾任職於復華投信、統一證券自營部、及國泰投信等知名大型投資機構，欲為投資產業開創新局，因此結合共同創辦人的品牌管理經驗，以建立具品牌價值之正直、專業、且能永續經營的資產管理事業。
Integrity
Integrity creates trust. We choose to infuse every action with honesty, fairness, and respect for clients and colleagues alike.
秉持誠實, 公平, 與負責對待所有客戶及員工
Profession
We believe in constantly improving how we operate, striving to develop leading talent, resources, and processes.
持續精進專業領域，包括人才、資源、與工作執行
Sustainability
We manage our corporate culture as well as investment approach, adding real value to our lives.
公司文化與投資方式重視永續經營理念
Our Leadership
Kevin Liu
Founder
Graduated from U.C. Irvine with bachelor degree in Economy
2010-2014 | Senior Equity Analyst in Fuh Hwa Securities Investment Trust
復華投信資深分析師
2014-2018 | Asst. Vice President in President Securities Corporation
統一證券自營部協理
2018-2020 | Senior Investment Manager in Cathay Securities Investment Trust
國泰證券資深投資經理
2021- | Founder of Kinvest Capital
凱世資本創辦人
Jasmin Chang
Co-founder
Graduated from National Cheng-Chi University with master degree
2015-2017 | Senior Account Executive in Ogilvy
奧美資深公關專員
2017-2019 | Marketing & PR in BMW
汎德BMW總代理行銷公關代表
2019-2021 | Brand Communication in Hermes
愛馬仕品牌溝通督導
2021- | Co-Founder of Kinvest Capital
凱世資本共同創辦人
Shawn Hung, CFA
Partner
Graduated from Tamkang University with master degree in Industrial Economics
2006-2010 | Senior Equity Analyst in Capital Securities Corp. ( Taipei )
群益證券(台北) 研究部 資深分析師
2010-2012 | Senior Manager in Capital Securities Corp. ( Shanghai )
群益證(上海) 科技組 組長
2012-2018 | Assistant Vice President in Concord Securities Co., Ltd.
康和證券 研究部 協理
2018- | Founder of HT Capital
恒澤資本創辦人
Shawn Hung, CFA
Partner
Graduated from Tamkang University with master degree in Industrial Economics
2006-2010 | Senior Equity Analyst in Capital Securities Corp. ( Taipei )
群益證券(台北) 研究部 資深分析師
2010-2012 | Senior Manager in Capital Securities Corp. ( Shanghai )
群益證(上海) 科技組 組長
2012-2018 | Assistant Vice President in Concord Securities Co., Ltd.
康和證券 研究部 協理
2018- | Founder of HT Capital
恒澤資本創辦人
Roger Cheng
Portfolio Manager
Graduated from National Chiao Tung University with master degree in Finance
2013-2016 | Senior Audit Associate in Deloitte & Touché LLP(Taipei)
勤業眾信(台北) 審計組 組長
2016-2020 | Equity Analyst in Grand Fortune Securities
福邦證券 研究部 研究員
2020-2022 | Equity Analyst in Concord Securities
康和證券 研究部 研究員
2022- | Portfolio manager in Horizon/ Kinvest Capital
恒世/凱世資本投資經理