FOR FUND MANAGERS
Over the years, we have developed a strong reputation as a committed and experienced investor in emerging Asia. We evaluate investment opportunities from a global viewpoint combined with our research driven and value-oriented approach and, thus, add more value to the investments. Private equity managers appreciate the vast experience, discipline and transparency that we introduce to their investment processes.
We are interested in evaluating all types of institutionalized private equity managers, including those that are in their first or second fund. Our firm has a structured investment process which requires that candidate funds subject themselves to a rigorous due diligence process.
Some of the characteristics we favour in fund managers include:
Value oriented approach: Managers should demonstrate a track record of innovative thinking, often employing contrarian strategies while demonstrating an ability to stay a step ahead of the market. This should also be reflected in the companies they invest in. We prefer funds that are country focused and also that have deep sector expertise. Those managers with an operational angle we feel can understand the opportunities and issues better.
High degree of personal commitment and alignment of interest: Maintaining this alignment is crucial to a manager's credibility, demonstrating a commitment to addressing problems head on when they arise.
Transparency: Manager should be willing to communicate freely and in good faith with all investors (no matter the circumstances) and highlight any conflicts as they arise.
Independent thinking: We prefer managers who do not "follow the herd" and look beyond the hype to the real opportunities.
Focus on underserved markets: We are great believers that the returns are best when operating in an undeserved market. Therefore, putting money to work in an environment where there is already plenty of capital is of little interest to us.
Mid-market focus: We are strong believers in the strength of small and medium sized companies to create value. We favor approaches that serve this sector.