MEDINA PARTNERS

Fundamental Thinking, Systematic Insight

Our Philosophy

What Defines Us

Data-Driven

We leverage quantitative analysis and systematic processes to inform our investment decisions, ensuring objectivity and consistency.

Disciplined

Our rigorous risk management framework and investment discipline guide every decision we make, protecting capital through all market conditions.

Global

We invest across multiple markets including Taiwan, United States, and Japan, capturing opportunities in equities, ETFs, and fixed income.

About Us

Asia-Based, Globally Invested

Founded in 2021, Medina Partners is an investment firm that combines systematic quantitative approaches with fundamental analysis. We seek to generate consistent returns by investing across multiple asset classes and geographic markets.

Year Established

Markets

TWTaiwanUSUnited StatesJPJapan

Asset Classes

EquitiesETFsBondsOptionsAlternatives

Building for the Long Term

We believe in sustainable value creation through disciplined investment and continuous evolution.

Our Journey

Evolution of Our Approach

2021

Foundation

Established with a focus on global ETF strategies, building our systematic investment framework from the ground up.

2022

U.S. Expansion

Extended our coverage to U.S. equity markets, applying our research-driven approach to individual stock selection.

2023

Taiwan Markets

Leveraged our local expertise to enter the Taiwan equity market, combining regional insights with global perspective.

2024

Strategy Evolution

Integrated systematic alpha strategies while maintaining our fundamental research core. Expanded into long/short equity, options, and fund of funds strategies. Began participating in private market opportunities.

2025