Investment Results (%)

Portfolio Characteristics

Top 10 Portfolio Businesses

Related Thinking

Investment Strategy
The Power of Concentration
In our view, a portfolio is not diversified simply because it is populated with numerous names; it is diversified when each position reflects differentiated insight and durable value creation.
Investment Strategy
On the Road: Recharging Our China Thesis
Confidence in China’s investibility is returning. Structural reforms, stronger policy execution, and accelerating innovation are reshaping investor sentiment and reinforcing the case for renewed engagement with companies aligned to long-term growth themes.

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