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2026 Sohn Hong Kong – Jun Oh Bets on Pet Humanization With This Thai Stock Trading At A 50% Discount

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Jun Y. Oh presenting at 2026 Sohn Hong Kong Conference on i-Tail Corp investment thesis
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At the 2026 Sohn Hong Kong Conference, Jun Y. Oh, Founder and CIO of Griet Capital, offered a confession from the stage. Oh, who is based in Seattle and runs a hedge fund focused on small and mid-cap Asian companies that are out of favor or ignored by the market, told the audience he recently felt jealous of a dog after a friend called him from a pet grooming salon where a $100 canine massage had a 30-minute waitlist. The anecdote was the opening of his pitch: the way human beings think about their pets has changed fundamentally, and a little-known Thai manufacturer is positioned to capture the financial upside of that shift.

Jun Y. Oh is the founder and CIO of Griet Capital. Prior to founding Griet, Oh spent 22 years at Wellington Management, where he made partner in 2009 and originated and managed several Asian equity strategies across the firm’s Boston, Tokyo, and Hong Kong offices. Earlier in his career, he worked at Morgan Stanley in Korea as an investment banking associate and at Peregrine Securities as an equity research analyst covering Korean semiconductors and electronics; he began his career in JP Morgan’s two-year investment banking analyst program in New York. He holds an MBA from MIT Sloan and a B.A. in East Asian Studies from Yale College.

Also see – Jun Y. Oh, CIO, Griet Capital :This Japanese Med-tech Should Double

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