Investment Philosophy

We believe the next 5-10 years will be the golden era for investing the China market. The strong earnings performance, continuous improvement of corporate governance and more transparent disclosure of Chinese companies, would provide huge opportunities for investment.

We believe the market gives a fair valuation for a company according to its business performance in the long run. Besides, earnings and business momentum are the powerful drivers of Chinese stock prices.

We also believe that investors in the Greater China markets, at times, are slow to incorporate fully new information into their expectations of such earnings and business momentum, or overreact to good and bad news. This pricing inefficiency would give investors opportunities to capture good profit.