Nordic Asia is a Swedish investment company that specializes in long-term and strategic ownership of leading Chinese companies with exposure to the domestic consumer market in China. With a focus on value creation, Nordic Asia aims to identify and own a concentrated investment portfolio of around twenty companies, applying their investment model and processes for long-term ownership. The company's goal is to achieve an annual return exceeding 15%, with a low correlation to the Swedish stock market over time.

Nordic Asia exclusively invests in publicly traded companies with a market value of at least USD 1 billion listed on the stock exchanges in Shanghai, Shenzhen, Hong Kong, or the United States. With a management team based in Stockholm and an investment organization in Shanghai, Nordic Asia operates under a Nordic investment company structure that prioritizes quality, transparency, documentation, and decentralized ownership. The company provides Nordic investors with focused exposure to the growing domestic consumption market in China.

Nordic Asia benefits from local market presence, with access to three local analysts in Shanghai who conduct company analysis, participate in conference calls, and visit companies. They also leverage multiple collaborations with analyst firms to provide high-quality market and company coverage. Nordic Asia's investment strategy focuses on identifying market-leading companies with exposure to the growing consumer market in China, particularly the expanding middle class.

By investing in companies with the ability to generate long-term profit growth, Nordic Asia aims to add value. Their investment model relies on rigorous and fundamental company analysis and a deep understanding of the market positioning of portfolio companies. To implement this model, Nordic Asia has established a dedicated investment organization with local market presence and operational experience in China, along with a well-established business network based in Shanghai.

Nordic Asia follows a clear screening process to select portfolio companies. From a universe of over 1,500 companies, they create a sector-based screening and an internal watch-list of around 200 companies, distributed across approximately 20 per sector. A further selection is made from the watch-list, resulting in Nordic Asia's short-list of 60 companies.

These companies are continuously monitored, leading to the creation of a target-list for in-depth analysis. The target-list is used to select a new target company. The internal analysis is then presented to Nordic Asia's internal investment committee, and an investment decision is made.

The final investment decision is executed by the company's CEO. Nordic Asia actively monitors and evaluates its portfolio companies, appointing a responsible analyst to cover each company and regularly meeting with both the company and industry experts. They continually update their internal financial models with relevant market information.

Ongoing evaluation occurs for active portfolio companies in comparison to potential new target companies, which are brought before the investment committee. If a portfolio company's performance significantly deviates from Nordic Asia's analysis and evaluation of its potential or if a new target company offers a more attractive risk-adjusted return potential, the investment committee reevaluates Nordic Asia's current ownership position. Nordic Asia places a strong emphasis on active follow-up and evaluation of its portfolio companies to optimize investment outcomes