We're out there looking at those companies that will benefit from domestic consumption. What we're 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.
Michael Nock Draws
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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We love identifying little companies. We're 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 you're looking around the region, greater transparency is one theme that's developing in other markets.
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As a good investor, you have to be drawing on all manner of life experiences. It's not simply about looking and analyzing balance sheets.
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