Investing patient capital behind Emerging Asia’s
future market leaders
We invest in select public and private businesses across Emerging Asia (India and Southeast Asia).
We believe these exceptional businesses have the potential to become dominant market leaders in the future.
We build independent conviction before they are widely regarded and support them with patient capital through their journey.
OUR INVESTMENT ETHOS
Focus on Emerging Asia
Emerging Asia (India and Southeast Asia) is one of the world’s fastest growing regions, driven by secularly rising consumption, digitization, and financialization.
Navigating the dynamic landscape of Emerging Asia requires strong local presence, sophisticated global perspective and deep independent research. We have honed these tenets through our long history of investing in the region, to focus on only a few businesses in the most promising sectors.
Identify Emerging Winners
We invest behind future market leaders, years before they are widely regarded as exceptional businesses. We back them ahead of key inflections as they evolve from niche segment leaders to dominant platforms.
Our diligence process strives to understand our businesses better than anyone else. We identify what makes them unique, and look for hallmarks of quality - honesty, governance, and resilience.
Invest with conviction and patience
Our long investment horizon is enabled through independent conviction and patient capital.
Our proprietary primary research and longstanding ecosystem relationships help us generate independent insights. These insights are vital to help us find great businesses and fuel our conviction to back them through periods of volatility.
Thoughtful and patient capital from Global Institutions empowers us to invest for the long term.
Aregence = Areté (Excellence) + Diligence
Pronounced as ‘Ah-Ree-Jens’, our name reflects our foundational values