RAYS Capital Partners Limited is a Hong Kong based private investment partnership that manages investments in Far East Asia ex-Japan on behalf of private clients and institutional investors, including family offices, foundations, endowments and corporates.
Extending from the principals’ advisory work with private clients for Asian investments since the mid-1990s, the partnership is dedicated to providing our clients with superior long term investment returns with a high level of personalized service.
Our investment philosophy and approach focuses on owning fundamentally strong companies with above average growth, quality managements, and trade at reasonable valuation, particularly in under-researched and under-owned segments of the markets in the region. We do so through intensive and extensive proprietary research, on-going dialogues with both portfolio and target companies and site visits. We also develop in-house macro views to navigate major market turning points and formulate structural investment themes.
Since 2005, David RUAN, the principal, has been managing two absolute return focused investment strategies: Asian Opportunities Absolute Return Fund “AOF” (all caps) and Asian Equities Special Opportunities Portfolio “AESOP” (special situations, mid/small caps). In 2014, we launched Asian Technology Fund “ATF” , focusing on North Asia technology hardware companies.
This is reflected in the way our incentives are structured and the partners’ high level of capital commitment in the funds that we manage.