Asia focus fundamental research

We strive to do rigorous fundamental research to find great companies that will benefit on the rise of Asia middle-income consumers to invest for the long term. We believe in our process of in-depth research as a form of risk control.

Preservation of capital

We focus in generating absolute return. We aim to protect capital by employing some hedging instruments while letting our long term winners compound their return.

Value biased

Our investment approach is value biased. We aim to look for a margin of safety before entering our investments.