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Investment Strategy

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  • South Ocean Management, Ltd. invests in concentrated portfolios of less followed stocks. Stock selection is made on careful analysis of each company’s financial data and their historic and projected business plans.
  • The management of the companies we buy must have a proven track record.
  • We invest in companies that focus their business in China and derive a significant proportion of their revenue from China.
  • We visit regularly with the management of most of the companies we own. Our on the ground presence and company, factory and management visits assist in monitoring the holdings in our portfolios.