INVESTMENT STRATEGY
Opportunistic Approach Towards the Industry Chain of
Digital Transformation
We seek out Digital Infrastructure and Artificial Intelligence enablers and adapters in the APAC region with strong macro tailwinds which we believe offer exceptional growth prospects over the mid to long term. We also bring deep operational expertise, working closely with management teams to help build better, more sustainable businesses and create value for our stakeholders. With flexible capital, we pursue investments across various transaction types, customizing our approach as appropriate for each situation.
OUR INVESTMENT SECTOR SPECIALIZATION
A.I. HARDWARES
Technological progress in A.I. has been enabled in large part by advances in the underlying computational hardware — also known as semiconductors, integrated circuits, microelectronics, or simply chips—that offer increased processing power to improve the development of AI systems. We seek opportunistic projects in small scale fabrication plants or processing factories in Taiwan and the Greater China region.
A.I. ENABLERS
Companies that facilitate the technological innovators and help to commercialize the technology, this includes opportunistic individual projects or companies that involve in connectivity, cloud, compute, security, storage, SaaS and PaaS applications in the Greater China region and South East Asia.
A.I. ADAPTERS & REFORMERS
Companies in other industries that change their business models to use the new technology effectively. With the spread of generative AI solutions, we seek for big winners that can adopt AI to improve their delivery of services and solutions.
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In addition, we seek for new market entrants that is unencumbered by legacy costs, with the vision to disrupt a mature non-technology industry by utilizing the innovations to create a new business model that is more scalable than those of existing competitors in the Greater China region, Japan and Taiwan.
SUSTAINABILITY INVESTMENT
“We strongly believe that sustainable companies not only have a positive impact but their business models are more resilient in the long term. As a result, sustainable investing will benefit all stakeholders, not only shareholders”
When we invest in companies, we will also look at a vast array of Environmental, social, and corporate governance (ESG) factors and how it impacts a company, government or asset has on people and the planet.
Ignoring these could mean missing the risks and opportunities faced by our investments. These factors can translate into hidden financial costs, such as carbon taxes, stranded assets or even regulatory fines from poor governance. Consumer trends are also shifting towards sustainable practices, so it’s important that companies prepare their business models for this change in demand.
At LQZ Capital Partners, sustainability isn’t just about making profitable investment decisions – it is also about continuing to push for sustainability progress and goals. Leveraging our operational expertise and active ownership means we engage with the companies and assets we invest in, using our relationship and resources to encourage them to employ more sustainable practices in order to enhance their long-term value.