Our underlying investment philosophy is anchored in origination and execution, deep analytical rigor and management of investments through to exits.
The Firm employs both a pro-active and an opportunistic approach to sourcing, and typically takes a contrarian approach when seeking investment opportunities. Given Clearwater’s long track record of investing in Asia, the Firm has developed a wide, deep, and diverse set of sourcing networks. Many of the Firm’s key team members have between 20 and 30 years of experience in the region. Throughout their careers, this cohesive and cycle-tested team has developed a multifaceted network of relationships with the major sources of investment opportunities in the Asia region, including companies themselves, industry experts, investment bankers, brokers, lawyers, accountants, and local and foreign banks.
In evaluating potential investment opportunities we use a proprietary framework. Clearwater continually monitors and performs asset resolution analysis throughout the holding period of each of its investments. This approach allows us to evaluate exit opportunities and assess performance of the investments’ assets on a regular basis, relative to the original investment thesis.