We believe that a pro-active, top-down, diligence-driven, industry-insider approach generates compelling propriety ideas.
We target businesses benefiting from China’s consumer driven growth, driven by urbanization, rising disposable incomes and aspirations for a higher standard of living. We invest where we have conviction that businesses will benefit from this growth by offering branded products and services that cater to these aspirations and consumers’ demonstrated willingness to pay a premium for quality. Our targets are primarily profitable privately-owned enterprises with margins that rely on the strength of their brands, customer bases and distribution. We source using a proactive industry-insider approach, which we believe results in a larger and more robust pipeline of unique investment opportunities.