Our purpose is to predict global macroeconomic and geopolitical trends.
By seeking to predict we are able to better inform our investment decisions and create positive economic impact and long-term value for our stakeholders, the entrepreneurs and companies we invest in and the communities in which we work.
– Henry Giroux
Summerfield Aldridge is a Hong Kong based holding company with over 20 portfolio companies and investments currently operating across 4 continents.
Our diverse, global business platform encompassing partnerships, portfolio companies and investments in real estate, private equity and venture capital.
We invest by following a patient and disciplined approach by partnering with exceptionally talented people. By combining our research and insight into global macroeconomic and geopolitical trends and our active boardroom management approach, we create real value to achieve our vision.
– Nelson Mandela
Summerfield Aldridge is built on a strong foundation of intellectual and financial capital. We invest in people first, not companies.
Based on detailed research and insight we are better informed to make solid investment decisions that deliver consistent compounded returns.
Our disciplined due diligence process measures risk while identifying the catalysts for increased value. By partnering with exceptionally talented people we achieve transformational results in an atmosphere that rewards initiative, independent thinking and integrity.
Each partnership we invest in gains access to our strategic insight, intellectual flexibility and ferocious curiosity and matches our values of balance, alignment and impact, whilst achieving significant cultural, commercial and social outcomes.
– Warren Buffet
It is our belief that the real value of any partnership stems from the full alignment and commitment of its stakeholders, management teams and its wider workforce. People thrive when they are working toward a common and aligned goal. We are proud of our transparent, forward-thinking and impactful relationships we hold with our portfolio companies, which see our partners investing alongside us. It is this aligned vision, shared focus and significant skin in the game that allows us to build true, successful partnerships.
We are patient investors who like to listen, avoid battles of egos and practice the art of the long view for our compounded impact. We are more interested in learning than in displaying. We diversify broadly, rebalance periodically and place faith in evidence to help us achieve our long-term goals.
Our aim is to support our partners in our core areas of expertise, including but not restricted to finance, strategy and structure.
Our approach to investing is a commitment to adding value. If we can’t add value we don’t invest. Our value addition to our portfolio companies is focused on our core capabilities:
– Prof. Michael Porter
Lack of candour leads to dysfunctional environments
A hallmark of our culture is that our partners feel free to share ideas, opinions and criticisms. We believe collaboration and alignment, drawing on the collective knowledge and unvarnished opinions of the group, are critical to fostering a working environment that compounds impact.
In challenging situations, we jointly identify potential problems and develop constructive solutions together with our partners, rather than finger-point and expose short-comings. We don’t look to find fault, we find a solution.
Our established candid culture empowers our partners to never stop challenging the status quo — and each other — in order to create aligned and balanced impact.
– Henry Ford
Below are Summerfield Aldridge’s key operating partnerships at the helm of managing and developing investments and companies across multiple industries worldwide:
– Helen Keller
Hong Kong is strategically located at the heart of Asia. It is the financial hub and gateway to doing business worldwide.
Summerfield Aldridge is located in Hong Kong, the home of a dynamic economy driven by the principles of free trade and free markets. We take inspiration from our location and it’s rich business heritage.
China is already challenging the US as a hub for global technological innovation, particularly in areas such as big data and renewable energy. As these changes come to pass, they will undoubtedly influence macroeconomic and geopolitical trends.
– Sam Walton