Line2 Capital Management is a technology-focused investment firm built on two decades of concentrated, fundamental research across the United States and East Asia. We invest in secular growth leaders — companies transforming industries through technology, platform dynamics, and the compounding advantages of network effects.
The firm's name references Seoul Subway Line 2, the circular line that runs through the city where our founder grew up. The circle is intentional: it represents the continuous compounding of capital, the cyclicality of markets, and the pattern recognition that comes from watching the same stories repeat across decades and geographies.
Our edge is the overlap between deep US technology expertise and first-principles knowledge of Korea, Taiwan, Hong Kong, and China — markets where language, culture, and regulatory nuance create persistent information asymmetries that favor experienced, long-tenured investors.
Michael Oh, CFA, is the founder and portfolio manager. He spent approximately two decades building and managing an Asia-focused innovation strategy, growing it from inception to over $2 billion in assets under management. He is based in Menlo Park, California.