bullish

Market Domination + Under-Penetration = Our Favorite Growth Scenario

437 Views05 Jun 2022 16:53
SUMMARY
  • Businesses pursue various routes to grow their earnings power and shareholder value;
  • As equity investors, we prefer to invest in growth stories built upon absolute market leadership and ample room for market penetration;
  • To demonstrate, we present three examples from our portfolio here.
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Steven Chen
Quality-first, Business-perspective Strategy
Urbem (HK) Limited
China & JapanEquity Bottom-UpThematic (Sector/Industry)
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