Heng Ren is an innovative and active investor in Chinese stocks. We apply disciplined thematic strategies with the goal of generating superior returns. New strategies in ESG and global investing are launching.
Heng Ren is an innovative and active investor in Chinese stocks. We apply disciplined thematic strategies with the goal of generating superior returns. New strategies in ESG and global investing are launching.
Objective
Our strategy is to invest in the “Next China” of entrepreneurial, private sector companies whose stocks trade on any stock exchange. Heng Ren is exploiting this rare convergence of value and innovative growth by investing in companies related to China that we believe over the long term will produce superior returns for investors.
Principles & Philosophy
As a fund manager Heng Ren invests in Chinese companies that are overlooked by Wall Street and conventional funds. This offers us the opportunity to invest in undervalued “hidden gems” we unearth in a non-competitive area with the advantage of an institutional and professional approach to valuation.
Our research is highly proprietary, and in some cases we have the only known valuation model in the world for some companies because they are ignored and under-researched.
How Heng Ren raised value of bid for Online Dating giant Jiayuan by 41%
Heng Ren recently made a successful push for a higher bid in the buyout of Jiayuan.com International Ltd., China’s largest online dating site, which ended in a 41% increase in the final buyout price to be paid to shareholders. Heng Ren challenged a Buyer’s Group, including the co-Chairman, offer of $5.37 per share of being well below fair value. Heng Ren lobbied a Special Committee evaluating the buyout offer, published its valuation analysis, and broadcasted its views in the Chinese and Western financial media. Multiple competing bids were received. Ultimately the bid was raised to $7.56 per share, an increase of 41% from the original bid, adding US$73 million in value for all shareholders of Jiayuan.com.
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