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WHO WE ARE:

SensEquity Investment is a privately held investment company managing its own assets. It does not give professional investment advice to, or seek investment funding from the general public. Its primary purpose is to build a long-term track record based on an investment methodology along the lines of Graham-Dodd-Buffett-Lynch, to whose common sense approach to investing SensEquity owes its very existence; we are also heavily influenced by great contemporary technology investors such as Naspers, Softbank, DST, Social Capital and ArkInvest, as we strive to understand, and benefit from technological innovations, especially the disruptive ones. This website is to give general information about the company's investment philosophy and investment performance. For more information please feel free to contact the Director/ Investment Manager.

WHAT WE DO:

SensEquity Investment strives to be among the very best equity investors. Our aim is to find, through rigorous research and understanding the "big changes/trends" in technology,  companies that can consistently deliver real value to shareholders over a long period of time. And after finding these companies (which, to be sure, are already very small in number), we will only invest in a few of them when the price makes sense to us. Some of those who consider themselves "investors" are no more than short-sighted speculators and gamblers. We are not. We are not interested in making "paper gains" in the next hour, month, or even next year, but are trying to invest with an owner's mentality. To quote Mr.Buffett, we "buy on the assumption that they could close the market the next day and not reopen it for five years.”

In two aspects we share Jack Welch's philosophy that you either want to be the best in a given industry, or you should not be in it at all. First of all, this philosophy partly constitutes the basis of our investment philosophy. We often invest in industry leaders with whom we are comfortable leaving our money for years, though we constantly monitor their progress. Secondly, we strive to be the best ourselves. Thus we maintain our goal of not simply outperforming the market, but compounding capital faster than hopefully 90% of our peers worldwide.

WHAT WE ALSO DO:

In addition to managing an equity portfolio at the flagship firm, we also, through our affiliate company, operate an early stage venture incubation program through SensVenturesIncubation （SVI), which relies on the flagship company in terms of capital and industry insights. SVI strives to build and operate internet projects with innovative product managers and engineers, while SensEquity usually acting as the seed stage funding "angel". In return, SVI puts us on the very front-line of technology, R&D, and innovation, giving us a unique edge in terms of closely observing - even feeling in person - and understanding the impacts technological advancement has on industry, society and of course on stocks. By working with real innovators and engineers at SVI we also gain tremendous insights into how to allocate capital based on the changing trends of technology while identifying the winners from the losers in the capital markets - and use these insights to formulate our long and short equity investment strategies accordingly.