Investment Approach

Nexus Point focuses on Asia’s largest economies, in particular, the Greater China markets of China, Hong Kong and Taiwan, and cross-border investments in companies which benefit from Asia’s growth.

The Fund targets investments across a range of domestic consumption sub-sectors, including:

Telecommunication
Telecommunication / Media
Financial Services
Financial Services
Commerce
Consumer Retail / Logistics / e-Commerce
Healthcare
Healthcare
Environmental
Environmental
Education and Leisure
Education and Leisure

Nexus Point targets companies with strong franchise values, defined as consistently robust operating fundamentals, defensible market positions and sustainable competitive advantages. These companies better withstand industry headwinds arising from disruptive trends and thrive under intense competition that could emerge in a high growth market environment. Strong franchise values also provide the foundation and flexibility for target companies to take advantage of sector and market themes.

The firm’s investment professionals have deep, on-the-ground experience investing and/or managing businesses in their respective countries of responsibility.