Why bother?

We believe that the best investments are made based on firsthand knowledge. Being on the ground allows us to read between the lines of market trends to see what local investors are seeing.

Stepping out of our comfort zone and into the Asian arena provided us with a valuable outside perspective beyond the headlines. Fresh insights and diverse viewpoints enrich our fundamental understanding.

Networking in this dynamic environment has opened doors to invaluable partnerships and collaborations, giving us a competitive edge in navigating these markets.

Disciplined Investing

Of course, geopolitical risks are a reality that cannot be ignored. It's imperative to acknowledge their presence and incorporate strategies to mitigate their impact on your investments.

However, for example, while China has and will continue to exert increasing control in Hong Kong, the government also wants the region to remain a bridge to the rest of the world; the fact that the country is in the midst of a massive airport expansion is a clear and direct sign of how the country views Hong Kong. 

Nevertheless, we believe it is important to be clear-eyed when assessing these potential pitfalls:

Ultimately, knowledge is the key to success, especially knowledge gained from embedded local players that intimately understand their markets and areas of expertise. Coupling this with an approach grounded on the fundamental laws of finance, prioritizing diversification alongside attractively priced and out-of-favor securities, allows for smart investments able to generate outsized returns in otherwise complex regions.

Based on our recent investigation of Hong Kong and Japan, we believe the opportunities available from these two regions hold immense promise and return potential for savvy, responsible investors.