About Josh Zhuang
I’m the founder and portfolio manager of The Imperalith Fund. My investment approach blends bottom-up value analysis with a global macro lens to uncover overlooked opportunities across public markets.
At Imperalith, we focus on asymmetric risk-reward setups—particularly in sectors or narratives that others misprice or ignore. Our edge comes from identifying companies with durable economics, pricing power, and scalable business models. Each position is built through independent research, macroeconomic insight, and a contrarian mindset.
Our investment theses are often built around misunderstood narratives and long-term structural mispricings. Whether it’s tech, industrials, or special situations, we seek to deploy patient capital into opportunities others overlook.
Connect with me: Josh Zhuang on LinkedIn
