Wallace Mathai-Davis

Functions as a bank holding company

Bank holding company

Functions as a College/University

Functions as a College/University

Functions as a College/University

Engages in the advancing science, technology and society worldwide services for charity

ChinaVest is an active manager which invests in innovative companies in a range of sectors including precision manufacturing, consumer services, communications, logistics and supply chain solutions and information technology. Their geographic focus is on Greater China (PRC, Taiwan, Hong Kong) and the US. The firm seeks to invest USD 2-5 million in early-stage companies or USD 5-15 million in mature companies with an enterprise value of USD 25-400 million. They take majority and minority stakes in their investee companies, providing financing for early, expansion-stage and management buyouts. ChinaVest partners with their investee companies to source add-on acquisition opportunities and assist with their growth initiatives. They also invest in mezzanine securities in middle market Chinese companies. The firm generally exits their investments through IPOs and strategic sales.

Provides quality assurance and regulatory services

SK utilizes its proprietary research systems to aid in the creation of diversified portfolios. Client portfolio assets are allocated among various asset classes to meet their distinct investment objectives, risk tolerances, and liquidity needs, and then rebalanced to manage risk. Additionally, tactical shifts in asset class allocations are used to adjust for changing capital market scenarios. The firm generally recommends or selects investment managers for client portfolios. Recommended investment structures may include mutual funds, Exchange Traded Funds (ETFs), separately managed accounts, or various alternative investments, such as hedge funds, private equity funds or real estate funds.