Sagard China implements a long term, fundamentals-based strategy focused on China’s public equity markets.
Our focus is on business sustainability over the long term:
We invest in businesses that share this long term orientation.
We seek out firms that are helping to lead society to a cleaner, healthier, better living future for China.
We believe that business which delivers on this promise in a financially responsible and socially sustainable way, will as a result also provide an excellent return on capital.
Sagard China’s edge is its private-equity approach to public markets investing: long term time horizon, concentrated portfolio, forensic due diligence, and emphasis on corporate citizenship and good governance.
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- Long-term, high conviction, absolute return.
- Emphasis on core sectors with significant difference from indices.
- Strict adherence to highly selective investment process grounded in a fundamentals-based approach.
- Flexible refinement of incremental investment theses.
- Creative and multi-angle primary research.
- High calibre analyst team with diverse backgrounds from industry, private equity, and consulting.
- Support from advisory committee with unique sector/regional expertise.
- Investment committee drawn from Power Corporation globally (North America, Europe, Asia) to oversee the investment process.