Invest in high quality businesses with sustainable business model and cash flow
Value oriented, with strong discipline on entry valuation
Develop deep industry insight to identify trends early and source/create proprietary opportunities by focusing on research and partnership with industry players
Leverage network of leading corporates, industrialists and entrepreneurs to source deals and create value
Significant minority and control-oriented situations in China's mid-market space
Strong focus on operations
SECTOR FOCUS
Target sectors with favorable macro where we have insight and relationships
Three core sectors: Healthcare, Consumer and Financial/Business Services
Technology as key overlaying theme across sectors
HOLISTIC GEOGRAPHIC APPROACH
China-focused: despite recent economic slowdown and trade friction, our three focus sectors will continue fast growth driven by growing consumption and technology advancement of the domestic market
Opportunistic investing in ex-China mid-market deals with China angle and synergies
RIGOROUS UNDERWRITING AND EXECUTION
Identify value through industry insight with balanced risk / reward – we will avoid overpaying for “hot” opportunities or picking up “cigar butts” based on cheap valuation alone
Careful structuring deals to protect the downside
STRONG FOCUS ON VALUE CREATION
Long term, active partner to portfolio companies, entrepreneurs and management teams
Leverage our industry resources and insight to help create value strategically and operationally