Investments

Approach

We invest directly in U.S. companies with high growth potential in greater China. Through a mix of equity investment and on-the-ground support by our staff in LA, Shanghai, and Hong Kong, we help grow our portfolio companies by expanding their business in China through strategic partners which we help identify through our large network of contacts.

We are a stage agnostic investor that generally takes a minority stake in companies with strong management teams. We focus on U.S. companies with unique products, services, know-how or technologies for which we observe newly-emerging and rapidly-growing demand in greater China. We select companies that have yet to capitalize on opportunities in China, then invest our capital, expertise and experienced bilingual staff to help develop strategies to most efficiently penetrate the Chinese market.

Our strategies often include the identification of Chinese partners with strong distribution channels and the capability to access the portfolio company's target market. By combining our portfolio companies' products and/or service offerings with a Chinese partner's localization and market access capabilities, they can quickly penetrate the fast growing Chinese market, generating substantial sales and becoming a market leader. Success in China can provide additional resources and cost advantages and can facilitate expansion in the U.S. and other markets.

We seek to exit our investments by helping portfolio companies list publicly on the most suitable stock exchanges (U.S., Hong Kong or China) or selling them to strategic investors.

Portfolio Companies


Trio Engineered Products, Inc.

One of the leading manufacturers of crushing, vibrating, washing, and conveying equipment for the aggregate, mining, recycling, and mineral industries.
www.trioproducts.com


Magceutics, Inc.

A bio-pharmaceutical company that discovered and is currently commercializing magnesium l-threonate (Magtein™), a patented magnesium compound that can help prevent cognitive decline by supporting healthy magnesium levels in the brain.
www.magceutics.com


Ikonic Entertainment Group, Ltd.

A full solution full service provider to developers of entertainment real-estate in China focusing on theme park design and construction, live shows, and proprietary entertainment products and services.
www.ikonicgroup.com


Micro Technology Concepts (MTC)

A leading provider of mass storage solutions and the world's largest independent mass storage product distributor. MTC is the world's leading company in the channel for internal and external storage devices, hard drive, optical drive, solid state drive (SSD), RAID, NAS, and iSCSI SAN.
www.mtcusa.com


Surf Air

A start-up airline offering first-class service on small jets using an all-you-can-fly membership-based model. Serving small airports in California, Surf Air aims to simplify and enhance the travel experience for frequent regional travelers.
www.surfair.com

Southridge Wellness International, Inc.

A US-based concierge medicine provider that connects overseas patients with the best physicians and specialists in the United States, accessing the upmost quality and latest procedures in medical treatment.
www.southridgewellness.com