Concentrated on Compounders

Ginkgo employs a deep value research framework to identify China’s ‘great companies’ defined as long-term earnings compounders and invests in a concentrated portfolio with high conviction.

Ownership Mindset

Half of our investment professionals have PE investment experience or direct working experience in the industries they cover. Ginkgo applies a PE-like research process which is distinguished from other China managers.

Margin of Safety

Ginkgo defines risk as permanent loss of capital instead of short-term market volatilities. Being able to invest at a significant discount to intrinsic value is important to us, as we are operating in a market still dominated by retail traders.