Emerging Manager Jun Oh of Griet Capital Says Japanese Corporate Reform Theme Already Mostly Played Out

The 2026 Sohn Hong Kong conference was May 20, 2026 at the Asia Society Hong Kong Center. Organized by the Karen Leung Foundation, the event featured stock picks from leading and emerging Asia-focused investors. We caught up with Jun Oh of Griet Capital, one of the speakers at this year’s Sohn Hong Kong.

Oh is the founder and chief investment officer of Griet Capital, which he launched in July 2025. He named the firm “Griet” as in, “grit,” because it takes a lot of grit to invest in small- and mid-cap value stocks in Asia.

Background on Jun Oh

Before founding Griet, Oh served as an Asia equity portfolio manager at Wellington Management, where he worked for 22 years. Prior to Wellington, he held a variety of roles in investment banking and sell-side research at JPMorgan, Morgan Stanley and Peregrine Securities.

Growing up in Korea and the U.S., Oh’s formative years between kindergarten and 12th grade were spent at 10 different schools. Based on that experience, he picked up two valuable skills.

“One is just keen observation skills,” Oh said. “When you’re thrown into new situations or environments, you have to assess what’s going on and understand how things work. Second is just the ability to be comfortable being alone and not always being in the in crowd. And I think both of those skills have been important in the contrarian way I invest.”