Global:

Seeking investment opportunities globally, including the United States, Greater China, Europe, Japan, and emerging markets.

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Growth:

We focus on outstanding growth opportunities, concentrating on the TMT and Consumers industries. We look for long-term growth opportunities with strong competitive advantage.

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Value:

Our investment decisions are exclusively based on our appraisals of target companies’ long-term value. We do not attempt to predict the market or future trends. We only invest in companies sufficiently undervalued so as to provide a satisfactory compounded long-run compounded return (15%+). 

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Systematic:

Our  investment methodology is structured and our processes are standardized. We are driven by facts and numbers, and are highly uniform in our values and convictions.