Jungha Kwon

About Jungha Kwon

Investor. Analyst. MBA Candidate at Kellogg.My current focus is on refining my investment thesis on a global stage. During my MBA, I’ve had the opportunity to dive deep into equity research at Cedar Street Asset Management and Dymon Asia Capital in Singapore, where I’ve focused on identifying non-consensus revenue drivers in the tech and semiconductor sectors. I’ve also leaned back into my venture roots at DiPalo Ventures, helping scale clean energy tech startups through rigorous financial modeling and performance tracking.Before Kellogg, I spent my career at the intersection of public and private markets across equity analyst, managing a $7bn government-backed Fund of Funds and leading growth investments for Hyundai Motor Group. Whether calculating 20-year revenue projections for carbon capture projects or discounting buy-side M&A prices by 15% through DCF analysis, I utilize a deep financial toolkit to bridge the gap between market sentiment and fundamental value.

Experience

1. Equity Research Analyst Intern

   Cedar Street Asset Management Llc

   Oct 2025 — Present

   Long-only Asset Management firm primary investing on global market - Built and updated 14 financial models within industrial, tech and consumer sectors directly informed capital allocation decisions by identifying non-consensus revenue drivers and margin expansion catalysts - Created 4 investment research report within semiconductor and telecom sectors; interviewed experts/investor relation/sell-side research to develop variant views and monitored 7 publications weekly for idea sourcing

Education

• 성균관대학교

  Bachelor's degree

  2013 — 2021

• 岡山大学

  Exchange Student(Government full scholarship)

  2017 — 2018

• Northwestern University - Kellogg School of Management

  Master of Business Administration - MBA

  2024 — 2026