Investment Strategy

We are equity investors focused on seeking the highest quality sustainable businesses in Asia and Greater China.  As specialists in the region for over 15 years, we have developed a deep understanding of local political, cultural, and economic factors. We seek to invest in companies that provide a net benefit to society.

Our fundamental research identifies high-quality management and businesses with long term time horizons. The investment process includes both classic securities analysis and a significant amount of on-site due diligence on companies and industries.

Integrating an ESG framework across all our investments leads to differentiated and independent insights. Our goal is to generate attractive long term risk-adjusted returns and do it sustainably.