INVESTMENT MANAGEMENT

We manage focused capital with long-term partnership and performance as our objective.

We seek to invest in businesses globally with an emphasis on companies that are well-positioned to benefit from ongoing economic development in Asia, irrespective of location of listing or company headquarters, and generally without the use of leverage.

We are focused on continuing the investment strategy successfully employed over a long track record of performance. We seek to concentrate capital on our highest conviction ideas.

We employ a holistic approach in investing, including deep fundamental analysis, disciplined value-focused strategies, economic insights and proprietary models. Our team of research professionals conducts independent in-depth research and analysis, and benefit from our unique experience, investment relationships and global strategic insights.

Our funds have investor-friendly fee structures that provide transparency to investors and align their interests to long-term absolute performance.

* Only open to Professional Investors as defined under Hong Kong law. Please contact us for fund-specific details. Past performance is not necessarily an indicator or guarantee of future results. Investment return and principal value will fluctuate with market conditions and current performance may be lower or higher than return figures quoted.
* Managed accounts are subject to a minimum level of assets under management of US$100 million. Closed to new managed accounts since 2013.

“We co-invest with, and seek genuine long-term partnerships and relationships with clients and the companies we invest in.”

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