China Growth Equity
Investment Strategy

We employ a resource-intensive research and analysis process to uncover growth opportunities in China.

• We spend time 'on the ground,' meeting companies and key industry figures to determine whether a company qualifies for our portfolio
  • Travel in China to meet management and their competitors
  • Use face-to-face visits to assess a management team's ability to create and harness growth opportunities
  • Gather intelligence by using external research sources to substantiate in-house analysis
• We have a history of identifying companies with the foundation and capabilities necessary to achieve world-wide growth
  • Many of the types of businesses we've owned in the U.S. have counterparts in China that are in much earlier stages of growth
  • We hope to own businesses for a multi-year time frame
  • We constantly evaluate a company's risk/reward profile using intrinsic and relative valuation methods
  • We monitor competitive environment to anticipate threats or benefits to companies