PORTFOLIO
We utilize a systematic process which prioritizes a set of industries and themes to proactively pursue.
Consumer/Internet
- The rise of Gen Y and Gen Z: 340 million born in 1980-1994; 265 million born in 1995-2010
- The first group of Chinese population grew up during the internet/mobile age
- Highly dependent on social media/web community
- Experience-based consumption
- Animation, games, and short videos are the main forms of entertainment
Education
- Growing middle-class families with strong demand for high-end private schools and after school programs
- The barrier to entry is tremendous: license, location, team, and brand
- Online education is gradually taking shape, especially for adults and language learning
- Cash flow businesses open to the possibility for buyouts
PORTFOLIO COMPANIES
Opportunities
- China is undergoing a historical transformation from “Made in China” to “Innovate in China”, supported by talent dividends and strengthening of Chinese core technologies and intellectual properties
- Focusing on “growth stage, leading companies” and improvement of industry structure
- Focusing on upstream ground technology companies, under the trend of societal progression
PORTFOLIO COMPANIES
Opportunities
- China has the largest aging population in the next 20 years; huge addressable market, 10M new cancer cases/year; large unmet demand
- Regulatory changes and healthcare reform in China
- Tremendous innovations globally and in China; lower cost, faster to market
- Highly experienced and global standard teams in China
PORTFOLIO COMPANIES
Focus
- Licensed financial institutions, supply chain finance (Linklogis), consumer finance (WeShare), third-party wealth management (Jinfuzi)
- Carrying out financial and technological businesses layout around core Internet Company (AT); select the head company in advance for the core industry
- Aiming at the approval of the license, to establish a company with an excellent entrepreneur in cooperation with core internet companies
PORTFOLIO COMPANIES
