OUR CAPABILITIES
Investment
Investment on true value
We are interested in true value that has yet to be discovered.
We invest in valuable assets and offer consulting to enhance their value, ultimately maximizing benefits for our clients
The final formation of an investment idea can be divided into two stages:
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Discover – identifying companies with high potential to become investment ideas.
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Deep Research – conducting in-depth research on the identified companies until achieving a comprehensive understanding, ultimately shaping them into finalized investment ideas.
Typically, the second stage (Deep Research) involves intense efforts to thoroughly analyze a specific company, where human effort plays a critical role, and the system’s contribution is relatively limited. On the other hand, in the first stage (Discover), systems can significantly complement human effort. By monitoring thousands of domestic and international companies, collecting, organizing, and presenting meaningful data that influences them, and proactively identifying changes, a system can provide valuable insights. It can highlight signals that indicate “this is the right time to conduct deep research on this company,” effectively supplementing manual efforts.
Creating and Compounding Value
Our long-term investment success comes from buying,
building and holding great businesses for long periods of time.
Focusing on Quality
We acquire high-quality assets and businesses that can provide strong downside protection across market cycles.
Being Patient and Ready
We have a long-term perspective in capital deployment and implement decisively when the right opportunities arise.
