Strategy

Visionaries. Fundamental.

Comprehensive Bottom-up Fundamental Research

We analyze companies mainly through years of industrial/entrepreneurial experience and exhaustive fundamental analysis. We will also conduct company visit, detailed analysis and discussion with industrial experts.

Critical Thinking

We analyze news and take opportunity on discrepancy between market reaction and our estimated news’ impact on company’s long term prospect.

Desciplined Process

Qualitative and quantitative evaluation processes are clearly defined and followed.  Proper hedging and leveraging will be within allowable boundary.

Team Approach

Research results are discussed collectively and everyone has an opportunity to provide an opinion.