ABOUT US A rising tide lifts all boats, or so they say. 2008 was a long overdue reminder to financiers and entrepreneurs alike that what goes up must at some point come down. The 30 year long rising tide recently ended and now we all have to deal with the consequences of our past excesses.
In these fiercely Darwinian markets, the weakest companies perish under the weight of tougher competition, while the strongest and biggest players are often able to enjoy lower unit costs and add market share. It is the small and mid-sized companies (SME) that are left in a limbo. Grow quickly or die will become their modus operandi. Such a natural selection process is just beginning in China, where the tide has lifted the good and the bad indiscriminately. The stronger regional companies will thrive, even in a weak economy, and grow organically or by consolidation. On the other hand, many solid but less aggressive SMEs will perish. This provides an unparalleled opportunity for investors and advisors to identify and back the many Chinese firms that, with a little capital and help, have the ability to become the blue-chip companies of the future.
Accordingly, our mission and vision has evolved. We no longer look at each opportunity as a way simply to achieve a good return of capital. Rather, we search for the opportunity to become long term partners, investors and value-added advisors to entrepreneurs who possess the ability, willingness, skills, integrity, honesty and long term vision to win, not at all costs, but by adding long term value to society.
Overall we envision becoming a leading asset management firm providing:
- To Our Investors: Superior return on invested capital;
- To Our Investee Companies: Capital, advice, value-added services that always exceed expectations;
- To Our Employees: Growth, prosperity and the opportunity to contribute to a better society.