Alternative
Investment
Strategies

CHINA

Our China-related investment strategy invests in mainland China-focused, publicly traded companies. Xiang “Sean” Huang, Portfolio Manager at First Beijing Investment (Cayman) Limited, leads the strategy’s advisory and research efforts. He is supported by a local team of analysts and associates who are located in Shenzhen, Beijing, Shanghai, and Hong Kong. Adam Schwartz, a Senior Managing Director at First Manhattan, is co-Portfolio Manager of the strategy. Leveraging First Manhattan’s research-intensive investment philosophy, the team employs a long-term, bottom-up, value-oriented approach to identify undervalued and misunderstood companies that either derive a majority of their assets from, or maintain a majority of their assets in, mainland China.

For more information about the strategy, please contact Adam.

EXPERIENCE ECONOMY/Digitally enabled consumer marketplace

Our investment strategy focused on the Experience Economy and the digitally enabled consumer marketplace seeks to generate long-term capital appreciation by making highly selective private growth/venture investments in privately held companies. The investment strategy is a collaboration between First Manhattan and Michael Zeisser.

Leveraging First Manhattan’s value-oriented investment philosophy, the team conducts deep analytic due diligence on companies and markets. The investment strategy’s management team consists of Michael Zeisser and Adam Schwartz.

For more information about the strategy, please contact Adam.