Investment Philosophy

Leaf Decoration

We have a team of seasoned investment and finance professionals with decades of experience in portfolio management, fundamental and macro research.


We take a long term approach to investing in good businesses with attractive valuation in the region. We are mindful of the importance of the macro (economic and political) dynamics in investing in Asia, and actively manage our capital deployment for better efficiency.


In addition to our core competence in all capitalizations, our unique niche and differentiation lies in our skills in special situations investing, focusing on under-researched, over-looked, and under-owned deep value opportunities, where we pursue partnership with the portfolio companies and, where appropriate, engage shareholder-friendly activism.