Vision
To be the trusted partner for transformative long‑term value creation.
leveraging rigorous, data‑driven research and an integrated team approach.
Identify and invest in high-growth technology and consumer companies across the world, growing alongside visionary businesses.
Delivering sustained wealth for our investors and teammates.
Philosophy
Global:
Seeking investment opportunities globally, including the United States, Greater China, Europe, Japan, and emerging markets.
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.
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%+).
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.