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Orchid Asia seeks
to invest in high quality companies with long-term growth
potential. Our criteria are as follows:
Management
The
companies must have management that speaks our business language. We look for managers who are familiar with the business environment of Asia/China but also have hands-on operational experiences.
Industry
The
companies' products or services should have significant market growth potential in Asia and/or export opportunities. The companies' business models must also have been proven effective in other parts of the world, perhaps in other developing countries.
Competitive Advantage
We look for companies that have significant competitive
advantages in their industries, which are sustainable for
the foreseeable future.
The source of such advantages could be something as direct
as a government license
or patent; or something less apparent such as a name brand,
a uniquely low cost
structure resulting from high market share, extensive distribution
channels, advanced
and proprietary technologies and processes or a unique source
of natural resources.
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