About Us
Who We Are
Asia-Based, Globally Invested
Founded in 2021, Medina Partners is an investment firm headquartered in Taiwan with a global investment mandate. We combine fundamental research with systematic approaches to identify compelling opportunities across multiple asset classes and geographic markets.
Our investment philosophy is rooted in the belief that deep fundamental understanding, when combined with disciplined systematic processes, can generate consistent risk-adjusted returns over time. We invest across public equities, ETFs, fixed income, and selectively in private market opportunities.
Today, our coverage spans Taiwan, the United States, and Japan, with strategies ranging from long-only equity to long/short, options, and fund of funds. We continue to evolve our approach while maintaining our core commitment to rigorous research and disciplined risk management.
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Global Coverage
Our Approach
Investment Philosophy
Fundamental Research
We believe deep fundamental analysis remains the cornerstone of sound investment decisions. Our team conducts rigorous research to understand business models, competitive dynamics, and long-term value drivers.
Systematic Framework
While fundamentals guide our thinking, we employ systematic processes to enhance objectivity, manage risk, and ensure consistency across our investment activities.
Risk Management
Capital preservation is paramount. We maintain disciplined position sizing, portfolio diversification, and continuous monitoring to protect against downside scenarios.
Long-Term Perspective
We focus on sustainable value creation rather than short-term market movements. Our patient approach allows us to capitalize on opportunities that others may overlook.
Our Journey
Building for the Long Term
Foundation
Established with a focus on global ETF strategies, building our systematic investment framework from the ground up.
U.S. Expansion
Extended our coverage to U.S. equity markets, applying our research-driven approach to individual stock selection.
Taiwan Markets
Leveraged our local expertise to enter the Taiwan equity market, combining regional insights with global perspective.
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.
Japan Entry
Expanded our Asia coverage with entry into Japanese equity markets, further diversifying our geographic exposure.
“We combine the rigor of systematic investing with the insight of fundamental analysis to navigate global markets.”