Triata Capital Limited

Triata Capital Limited is an investment management firm which specializes in in Greater China equities with offices in both Hong Kong and Shenzhen, China. The Triata strategy follows a deep fundamental, bottom-up approach to stock selection which is informed by proprietary alternative data analysis. An investment team of research analysts and data engineers that work together in a collaborative team-based approach to identify businesses with sustainable competitive advantages that will compound through time. The investment team conducts in-depth on the ground due diligence, which includes company management meetings, channel checks, mystery shopping, among others. We believe in being focused and investing for the long term and believe our strength is in identifying investment opportunities driven by sector and thematic trends in China. When we buy shares of a company we are buying into a slice of the business. We hold a concentrated portfolio and our investment universe includes China A-shares, H-shares, ADRs and other names related to investment themes associated with Greater China. Our strength lies in our focus on reinforcing our fundamental research by triangulating alternative data to form long-term investment thesis. We look to have an information edge by taking advantage of the large volume of alternative data that can be tracked in China. The weaving of big data into the investment framework enables us to underwrite and test our fundamental investment thesis in a more scientific way. We are long-term investors and focus our research efforts on variables that we expect to play out beyond the next three years. It requires some creativity and imagination. It is on this time horizon where we find the most meaningful differentiation between our assumptions vs. consensus and ultimately alpha capture opportunities. Triata Capital Limited is licensed by the Securities and Futures Commission of Hong Kong to conduct Type 4 (Advising on Securities) and Type 9 (As