Joe Charoensiddhi brings 27 years of experience in fundamental credit research and fixed income investing, with a strong focus on Asian credit markets. His professional foundation was built at Moody’s, where he held the role of credit analyst and led rating assessments for a diverse portfolio of Asian investment grade and high-yield issuers across sectors including real estate, utilities, project finance, and petrochemicals.
He subsequently joined Citi as a sell-side credit research analyst specializing in Asia high-yield credits. In 2011, he was appointed Head of Credit Sector Specialists, where he managed a team of six analysts supporting the bank’s credit trading and special situations group. Under his leadership, the team consistently ranked among Asia’s top three sell-side credit research teams in Finance Asia’s poll.
Following his tenure at Citi, Mr Charoensiddhi transitioned to the buy-side as Managing Director at Claren Road Asset Management, a New York-based long-short credit hedge fund founded by Citi’s credit trading veterans. At Claren Road, he oversaw credit research and strategy for Asian markets.
In 2018, Mr Charoensiddhi joined Gaoteng Asset Management as Managing Director and Head of Research, where he led the credit research function and managed the Asia portfolio. In this role, he played a critical part in defining investment themes and driving the credit selection process.