“The investment process is a creative process. The better investors are those people who allow themselves a degree of lateral thinking, thinking outside the box, thinking creatively.”
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“Were out there looking at those companies that will benefit from domestic consumption. What were looking for are opportunities that will arise as we see the emergence of a middle class in China, the expansion of the middle class in India, and an enrichment of the middle class in South Korea.”
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“We love identifying little companies. Were looking for those small acorns that are going to grow into big companies in the future.”
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“The Chinese are getting very focused on corporate governance. If youre looking around the region, greater transparency is one theme thats developing in other markets.”
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“As a good investor, you have to be drawing on all manner of life experiences. Its not simply about looking and analyzing balance sheets.”
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