INVESTMENT STRATEGY :
Focused Sectors
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Focused Sectors
Our investment team has accumulated decades of investment and operating experience, deep industry knowledge and strong connections with top entrepreneurs and executives in these sectors. Furthermore, for each of these sectors, our team has identified a host of investment themes shaping the evolution of related markets and has developed the industry-specific investment criteria
Consumer and Retail
Large and growing end-market
Market leader with strong brand equity
Mastery of logistics and distribution channels
Economies of scale
Platform with consolidation opportunities
Robust cash flow
Effectively leverage information technology
Financial Services
Strong regulatory know-how
Recurring revenue for transaction-based operational model
Access to competitive source of funding
Robust risk management system
Effective talent retention system
Healthcare
Competitive strength in sizable therapeutic areas
Strong regulatory know-how
Strong R&D capabilities and intellectual property rights
High gross margin to support sales and marketing costs
Clear value proposition to compete with multinational companies
Media and Technology
Innovation and entrepreneurial spirit
Beneficiary of network effects
Solid and sustainable business model
First-mover advantage
Asset-light model with strong operating leverage
Local advantage in deregulation of media industry
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