Investment Criteria

We follow a systematic approach to investing, with each investment opportunity being subjected to thorough evaluation, in-depth analysis and review by an experienced management team. Every new investment is analyzed with respect to the potential for value appreciation in relation to the required rate of return.

Our investments focus on China.

We are constantly looking for investment opportunities in all industry sectors with a specific focus in textile, luxury jewelry, real estate, industrial, logistics, healthcare, education, and agribusiness; Holic has defined investment ranges for investing in opportunities in different parts of China. Based on a thorough quantitative and qualitative assessment, Holic has identified and clearly defined investment parameters within each sector.

We seek to work as a partner with our portfolio companies. We look to invest in all stages of the corporate life cycle: greenfield/early stage, growth stage, leveraged buyouts, etc. Target ownership may range from minority stake with board representation to majority ownership, based on the stage of development of our investee company and the strategy of the partnership.

Regardless of their stage in the corporate cycle, Holic will be looking for the following characteristics in target companies:

  • Defensible, niche or dominant position in its industry/sector by geography or ability to build a dominant position.
  • Meaningful market growth potential.
  • Diversified and strong customers base.
  • Significant or potentially significant presence in China.
  • Strong management and technical expertise in place.
  • Relevant and focused development strategy.