Food Processing

This strategy aims to select ambitous emerging brands from the defensive food and beverage industr. Given the sluggish growth of traditional giants, this portfolio focuses on companies that have effectively tapped into new consumer trends, such as health, convenience, and plant-based food options, or have become viral sensations through outstanding marketing. The core of this strategy is that brand strength and product innovation can create new high-growth segment in a mature market, achieving a Davis Double Play of both improved performance and valuation.