INVESTMENTPHILOSOPHY

Power Pacific invests in China’s public equity markets with a high conviction fundamentals-based process to maximize total returns. Power Pacific’s edge is its private-equity approach to public markets investing: long-term time horizon, concentrated portfolio, forensic due diligence, and emphasis on good governance.

Power Pacific implements a long-term, fundamentals-based strategy focused on China’s public equity markets.

Our focus is on business sustainability over the long-term:

We invest in businesses that share this long-term orientation.

We seek out firms that are helping to lead society to a cleaner, healthier, better living future for China.

We believe that business which delivers on this promise in a financially responsible and socially sustainable way, will as a result also provide an excellent return on capital.

Power Pacific’s edge is its private-equity approach to public markets investing: long-term time horizon, concentrated portfolio, forensic due diligence, and emphasis on corporate citizenship and good governance.

FOCUS

FOCUS

FOCUS

  • Long-term and high conviction investing to maximize total returns.

  • High active share.

PROCESS

PROCESS

PROCESS

  • Strict adherence to highly selective investment process grounded in a fundamentals-based approach.

  • Flexible refinement of incremental investment theses.

  • Creative and multi-angle primary research.

TEAM

TEAM

TEAM

  • High calibre analyst team with diverse backgrounds from industry, private equity, and consulting.

  • Support from advisory committee with unique sector/regional expertise.

  • Investment committee drawn from Power Corporation globally (North America, Europe, Asia) to oversee the investment process.
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