Welcome!

Recent economic times have caused many to take drastic measures in their stock portfolio. After the drop in 2008, many have decided to move out of investing in the stock market. At the opposite end, after dramatic increases from March '09, many have become overly optimistic and are fully invested without proper risk management. We believe these actions can lead to dire consequences to fullfilling a rich, satisfying retirement.

This group is for serious investors at any level. We would like to educate our members about the current economic environment so that they could implement value investing strategies for proper retirement planning.

Our meetups will consist of concepts including but not limited to. . .

- Thinking like a business owner
- Managing uncertainty
- Understanding key investment variables
- Valuing investments
- Quantifying profit/loss potential
- The shortcomings of diversification and "buy-and-hold"
- Developing a contrarian viewpoint

We are confident that our members will find these concepts insightful and beneficial to any financial situation.

About Yee
Yee S. Ong, CFA is the founder and Senior Portfolio Manager of YSO Capital Management, LLC. Mr. Ong has more than nine years of professional experience in the financial industry through Charles Schwab & Co., Inc., Washington Mutual Financial Services, Morgan Stanley, Citigroup, and YSO Capital Management, LLC. Moreover, he has over 16 years of experience as a private investor, having begun investing his own capital in 1993 when he first worked at Charles Schwab & Co., Inc. Mr. Ong has successfully invested through the great bull market of the twentieth century, the collapse of the dot-coms at the turn of the century, the great commodities bull market, the surge of the Chinese economy, and the recent subprime crisis.

After earning a Bachelor’s degree in Economics from the University of California at Berkeley, he received the Chartered Financial Analyst accreditation from the CFA Institute. In addition, he was the co-founder of technology firm, GLO Comp. Inc., and sports equipment company, Majassin Inc., from 1997 to 2000. Being the principal of companies allows him to understand the critical factors that make a business successful and is an attribute rare among money managers. With his successful business experiences, Mr. Ong invests with the mindset of a business owner and not merely a trader. He is also a member of the CFA Society of San Francisco.

Mr. Ong has achieved spectacular returns at YSO Capital Management ever since its inception at the end of 2004. His market insights, prudent judgment, and exceptional skills in money management have helped him significantly outperform the market while keeping risks to a minimal level. Since the establishment of the YSO Equity Composite till the end of 2008, the fund earned 22.09% (before management fee) while the S&P 500 Total Return Index lost 17.67% during the same period. In fact, it is rare for any money manager to achieve the risk adjusted performance of Mr. Ong.