“Our primary objective is to construct concentrated portfolios of outstanding businesses that will provide long-term alpha for our clients through successive market cycles.” – Chingxiao Shao (Founder, Red Gate)


We achieve this by following three key investment principles:

INVEST IN QUALITY GROWTH:  We identify and invest in quality growth companies that demonstrate and maintain strong top-line and bottom-line revenue growth where returns are driven by compound earnings through consecutive market cycles

INVEST WITH CONVICTION:  Buy what we know and know why we own them by employing strict growth criteria and by only focusing on a handful of the best investment ideas to increase the margin of safety for our clients

INVEST AT A REASONABLE PRICE:  Valuations are considered in context of growth indicators and only once we have a comprehensive view on a company’s business to ensure no mismatch in valuation vs. the growth indicators of an existing or potential portfolio company