LeftSkewed Investment Management

Brian Cho is the Founder and Chief Investment Officer of LeftSkewed Investment Management. He oversees the firm's investment process and portfolio construction. Cho previously worked at technology and investment firms before starting LeftSkewed.

The firm sources ideas through deep fundamental research, thematic analysis, and bottoms-up company analysis. It focuses on durable competitive advantages and secular trends. LeftSkewed does not publicly detail its sourcing network, but its concentrated approach suggests proprietary research is central.

LeftSkewed invests across both public equities and private growth-stage opportunities. The firm is not strictly stage-constrained, but its public positions tend to be in established companies with long runways, while private deals are often growth-equity investments.

Public information is limited, but the firm is structured as an investment management firm with a concentrated strategy. It does not market itself as a family office. Its legal name, LeftSkewed Investment Management, LLC, suggests a limited-liability company structure.

The firm has been associated with investments in technology, consumer, and healthcare sectors. Its website emphasizes thematic investing and high-conviction bets, but no specific sector exclusions have been publicly stated.

The firm is based in the San Francisco Bay Area, California. It operates with a small team and does not maintain multiple public offices.

LeftSkewed explicitly seeks positively skewed risk-reward outcomes, meaning it favors investments where potential upside materially exceeds downside. This is distinct from peer firms that prioritize diversification or market-relative tracking. The firm's portfolio typically holds fewer than 20 positions.