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A rigorous process
of selection We receive many business plans every week. While we have more "macro" preferences that act as the first set of filter (e.g. we prefer certain sub-sectors and only markets of a significant size), our second and equally important set of filter is the team and whether its vision for the company is the right one. Our background is in investment analysis and management - we know how to to make disciplined investment decisions. A clear focus We have a clear focus: the benefit of being 100% dedicated to Asian clean energy means we have a more in-depth understanding of the various technologies and sub-sectors and a network of experts to use, thus making the selection process more efficient. "55
sub-sectors" We apply 3 filters to our investments, one of which is obviously the sub-sector / technology one. We always say there are "55 sub-sectors" in the clean energy space. The "55 subsectors" idea has become something mystical ... we do have a proprietary framework for separating out the "preferred" sub-sectors from the "to be avoided", which we review regularly. Active management of
our investments We actively manage our investee companies and typically take a Board seat on every one of our investee companies. We are in the company building business, not in the "deal" or "capital" business. We leverage our relationships to help build teams, attract partners and help companies realise their vision. We are therefore active partners who do everything we can for our companies. |
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