Strategy
Core Principles
- Control and significant minority deals in the mid-market space, with strong focus on operations to add value
- Invest in high quality businesses with sustainable business model and healthy cash flow
- Value-oriented, with strong discipline on entry valuation
- Identify trends early and source / create proprietary opportunities with research and industry partnership
- Invest in high quality businesses with sustainable business model and healthy cash flow
- Leverage strong network of leading corporates, industrialists and entrepreneurs to source deals
- Strive to find investments along major ESG themes with deep ESG management through investing lifecycle
Sector Focus
- Target sectors with favorable macro trends where we have insight and relationships
- Technology as the key overlaying theme across sectors
Consumer
Healthcare
Business / Financial Service
Holistic Geographic Approach
- China-focused
- Opportunistically investing in ex-China mid-market deals with China angle and synergies
Rigorous Underwriting And Execution
- Carefully structured deals to protect downside
- Identify value through industry insight
- Balance risk and reward
Value Creation
- Develop business plan during diligence and start implementation from day one of ownership with systematic and disciplined approach
- Strong commitment to identify, back and work with good management team
Exit
- Deep experiences in multiple exit routes, including IPO, secondary sell-down and redemption