We focus on publicly-traded companies listed in the US and Hong Kong.

While we can invest across any sector and market capitalization where we see the best opportunity, we only invest in businesses that we can evaluate and understand (our “circle of competence”)

In almost all cases, we look to align ourselves with honest management teams with proven track records. Ideally, they also are personally invested in the business, ensuring that their interests are aligned with ours.

Finally, we practice patience and wait for attractive prices before investing, in order to build a margin of safety so as to increase our chances of favorable returns.