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We are launching Friday Only Club!

Oscar de la Renta chose not to show at New York Fashion Week and instead streamed on Amazon. Is Amazon a suitable forum for a luxury brand? CEO Alex Bolen said, "I'm not sure. But we have to experiment with new ways to get our story out." https://lnkd.in/g4rZMxyb We launched our funds when Covid started and with the halt in travel and tough fund raising environment for emerging managers, we focused on performance and experimented with new ways to reach out to allocators, namely Linkedin posts and YouTube videos which can now be binge-watched on  www.quantflix.com . True, some people say that with the positive fund returns last year for both our long-only equity and multi-strategy funds, and the China fund outperforming its benchmark by its annualized double-digit aim, it was expected that we would pass the $100m mark. But when times are bad, most new investment monies went to well-known funds that are much bigger with a marketing budget that we cannot afford. So every lit...
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The Modern Working Woman

It would not come as a surprise to people who follow my instant food posts (most recently a shout-out to 7-11's collab with our local hawkers) that our latest prop investment in India, spearheaded by Priya Joseph leading our firm's South Asia and Sustainability efforts, is in a premium frozen food company.


How does frozen food contribute to our efforts to empower women especially the modern working female? Some people might still shudder at the TV meals we had as kids which somehow I remember as just having lots of beans and tasteless meat masquerading as chicken. I might have been fed these frozen meal kits as a punishment for watching too much TV.

Back to the Modern Working Woman. She's expected to well, work, and still go home to prepare healthy meals for the family. Junk food as the name suggests is not particularly nutritious, even though I love McGriddles. The MWW might not have time to go to the wet market in the morning or even the supermarket to buy fresh produce. I'm so tired after work that the furthest distance I can do is walking from my sofa to the fridge to get a can of beer.

Eureka! New technology has made it such that nutrients can be kept in frozen food, yet convenient to be ready-to-eat in less than 10 minutes, and most importantly, taste like home cooked food.

Actually Chauwei-cooked food would probably taste like frozen food in the 80s.

#foodtech #indiastartup #esginvesting #womenempowerment

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We are launching Friday Only Club!

Oscar de la Renta chose not to show at New York Fashion Week and instead streamed on Amazon. Is Amazon a suitable forum for a luxury brand? CEO Alex Bolen said, "I'm not sure. But we have to experiment with new ways to get our story out." https://lnkd.in/g4rZMxyb We launched our funds when Covid started and with the halt in travel and tough fund raising environment for emerging managers, we focused on performance and experimented with new ways to reach out to allocators, namely Linkedin posts and YouTube videos which can now be binge-watched on  www.quantflix.com . True, some people say that with the positive fund returns last year for both our long-only equity and multi-strategy funds, and the China fund outperforming its benchmark by its annualized double-digit aim, it was expected that we would pass the $100m mark. But when times are bad, most new investment monies went to well-known funds that are much bigger with a marketing budget that we cannot afford. So every lit...
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The First Edition of Friday Only Club!

  I got a latte art portrait of me today. It's not a "big deal" but shows the barista cares (at 9am in the morning). (No comments on how I look, especially my Bombastic Hair*, unless you look better with no Photoshop in your mid-40s with no makeup). Maybe some would say this is just business, the cafe is trying to get you to buy more coffee. But this is what differentiates a human barista from the Nespresso machine. Recently with year-end celebrations, New Year and Chinese New Year parties, I have been going to fancy wine dinners. I do appreciate the effort, and savings, but after talking to fellow investor friends I realized that sometimes we just need a cool place to chillax and share ideas (aka complain about investments that didn't work out). We can even bring our own wine. This coming Friday Only Club at Gao Cap Bar we'll have an expert talk (while drinking) about how to start an art collection, because a client asked me about displaying art in humid Singapor...
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