Investment Philosophy

The market is constantly changing and we understand that the change breeds opportunity.
Meticulous analysis and deep insight allow us to precisely and accurately comprehend the changes in the economy, industries, companies, and technologies, as well as countries, currencies, cultures, and other factors from a long-term, global, and historical perspective.
This enables us to invest in assets before agents of change have been priced in and thereby invest more effectively.
Our active investment style is composed of two general strategies: top down and bottom up approaches. Applying the former, we scrutinize changes of global trends to make superior investment decisions, while the latter focuses on the inherent intrinsic values of individual companies, industries and credits.