Founded in 2014, Strategic Vision Investment (SVI) is a Hong Kong-based investment management firm focused on long-term, fundamentally-driven Megatrend investing with a Greater China focus. Ken Xu (Chief Investment Officer) has over 20 years of investment experience specializing in Asia equity markets. Prior to SVI, he was a Portfolio Manager at S.A.C. Capital/Point 72 Asset Management and Co-Head of the Greater China region at Och-ZIff Capital Management. At SVI, we seek to invest in high-quality companies benefiting from identified structural mega-trends in Greater China that we believe can generate massive value creation over the next few decades (e.g. Energy Revolution, Advanced Manufacturing, New Materials, HealthCare/BioTech, AI Revolution, Cloud/SaaS, and Industry Consolidation). We employ a long-term, top-down, bottom-up approach rooted in deep-dive fundamental research. We aim to construct a high-conviction portfolio of mega-trend winners with the potential to achieve 2 – 10x multiples over a 3 – 10 year horizon, with target IRRs of 25 – 35%. We aim to mitigate significant market downside risks with a robust short book of portfolio protection mechanisms to balance the long portfolio. We currently manage approximately $1bn in assets across two strategies: a Long/Short, Long-Biased equity strategy (Value Multiplier Fund) and a Long-Only strategy.