
Investment Strategy and Focus
Investment focus is oriented towards profitable and growth-stage global consumer lifestyle companies – with an under-developed or light footprint in Greater China
Global mass market consumer
Proven history with brand recognition
Profitable
Limited exposure in Greater China
Controlling stake / significant minority investment

Business Transformation Strategy
Defined drivers in 5 key areas to improve performance effectiveness and optimize cost structure to extract efficiencies and drive consistent profitability
Immediate cost and operational efficiency
Driving consumer centricity, relevance and connection
Channel specialization and profitability
Organization design, culture and accountability
Significant growth potential in Greater China and beyond