Overview

Loyal Valley Capital (LVC) is a thematic, research-driven private equity firm with strong entrepreneurial culture that invests in companies positioned to benefit from the secular industry transformations in China. With over US$3.4 billion of assets under management, LVC mainly focuses on the following segments: Consumer, Healthcare, and Advanced Manufacturing. Our investment process is characterized by in-depth top-down and bottom-up fundamental research to uncover secular themes and utilize extensive industry mapping to deploy capital in a high conviction and disciplined approach. We pride ourselves as a trusted influential shareholder relentlessly focused on active value creation and accelerating growth via strategic initiatives through our extensive network of business leaders in China. LVC manages capital on behalf of international institutional investors such as sovereign wealth funds, funds of funds, private banks, and family offices, as well as elite entrepreneurs and founders of China’s Fortune 500 enterprises.

LVC was founded in 2015 by Andy Lin, an experienced investor and accomplished entrepreneur. He is the founder of China Universal Asset Management (“CUAM”), one of China’s largest equity investor and asset manager with over US$150B in AUM, known for its industry leading research and award-winning investment records.

Our History

Prior to establishing LVC, Mr. Lin was the founder and CEO of China Universal Asset Management, CUAM, one of China’s leading investment firms with over US$73 billion AUM by the time he left in 2015. CUAM has established leading investment businesses across multiple asset classes. These include public equities, fixed income, private equities, and money market products on behalf of more than 60 million corporate, government, institutional and retail investors, including Chinese National Social Security Fund (China's state pension fund), major Chinese banks, insurance companies and high net worth individuals.

As the 47th licensed asset management company, CUAM has evolved into a household brand and the largest equity investor in China under Andy's leadership. It has invested in over 800 Chinese companies since its inception, ranking in top decile among hundreds of peers within the active public equity funds category. CUAM has received over 100 industry awards, including the Most Respected Fund Management Company, the Best Management Team, and the Best Investment Team.

Investment Philosophy

LVC's core foundation is based on deep and long-term research. We engage with high quality companies that represent the future trajectory of the economy in their value creation cycle and help them to build strong moat to become world-class champions. Coupled with long-established understanding of the capital market dynamics, we aim to consistently outperform the market returns.

Vision & Mission

CAPITAL PRESERVATION

IN-DEPTH RESEARCH

VALUE-CREATION

INVESTOR FOCUSED

Our goal is to build a first-class private equity firm in China by applying our insights on the Chinese economy and investment expertise in both public and private markets, alongside the tremendous network we have created, and by empowering the most highly qualified team we have ever assembled. We aim to establish an independent, principal owned, and interest aligning firm for our LPs, that deliver strong and consistent long-term returns for our investors around the world.