INVESTMENTSTRATEGY

Sagard China implements a long term, fundamentals-based, absolute-return strategy focused on China’s public equity markets. 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 good governance.

Investment Philosophy

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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FOCUS

FOCUS

FOCUS

  • Long-term, high conviction, absolute return.

  • Emphasis on core sectors with significant difference from indices.

PROCESS

PROCESS

PROCESS

  • 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.

TEAM

TEAM

TEAM

  • 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.
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