01
Deep dives
Primary research, filings, channel checks. Edge lives in the details others skip.
Yuchi Capital 宇淇投資
See the marketfrom height.
A family office investment vehicle trading public equities from Taipei.
Patience isour structure.
Permanent family capital, answerable to one house and to the long term, not to outside mandates.
The eagle becomesthe terrain.
Height first: cycles, flows and the mega trends that outlast quarters resolve into a map worth diving toward.
Read the flowbeneath the price.
Ownership, capital flows and market structure: who holds what, and how crowded the trade really is.
Our philosophy
The eagle sees
before it moves
Perspective comes first. We look at the whole board before any single square: cycles, flows, and the mega trends that outlast quarters.
Family capital has no redemption window. We can wait for the price that makes the decision easy, and hold through the noise that follows.
When we act, the work is already done. Entries are sized and timed like a dive: committed, brief, and exact.
We take the long view for one family, with discipline built to endure across generations.
Method 方法
Altitude and detail
must agree
Top-down clarity, bottom-up evidence. Four disciplines, one investment standard.
02
Company dialogue
Standing conversations with management on incentives, capex and capital allocation.
03
Macro read
Policy, liquidity and cycle work. Mapping the winds that move markets.
04
Positioning flow 籌碼面
Ownership, flows and market structure. Reading positioning beneath price.
What the
desk watches
A standing read on the forces that move capital. Keep scrolling.
Capex cycles
Where the majors commit capital next, from fabs to grids.
Corporate portfolios
The investment books of major companies, and what they signal.
Positioning flow
籌碼面: who holds what, and how crowded the trade is.
Mega trends
Long themes held in view while the desk works the detail.