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Compounding sustainably.
Investing in Asia since 2004.

Insights

Investors Getting Schooled?3 ways to avoid investment pitfalls in China. Lessons in sustainable investing from the Chinese education crackdown.Read OnlineDownload as PDF

Investors Getting Schooled?

3 ways to avoid investment pitfalls in China. Lessons in sustainable investing from the Chinese education crackdown.

Read Online

Download as PDF

2021 Global Investor Statement to Governments on the Climate Crisis

Following the lead of The Investor Agenda, we have joined with other investors representing over US$41 trillion in assets to urge all governments to step up their collective response to the climate crisis.

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Our response to SEC’s request for public comment on climate change disclosuresTogether with UNPRI its undersigned signatories collectively representing US$11.6 trillion in AUM, we support disclosure of ESG data and encourage the SEC to build a mandatory corporate reporting regime. Download as PDF

Our response to SEC’s request for public comment on climate change disclosures

Together with UNPRI its undersigned signatories collectively representing US$11.6 trillion in AUM, we support disclosure of ESG data and encourage the SEC to build a mandatory corporate reporting regime.

Download as PDF

 
Our Approach to ESG - June 2021Sustainability must be at the forefront of long term investment. Our approach to ESG helps find investment opportunities while building resiliency to external shocks.Download as PDF

Our Approach to ESG - June 2021

Sustainability must be at the forefront of long term investment. Our approach to ESG helps find investment opportunities while building resiliency to external shocks.

Download as PDF

We Have Earned an “A” in the UNPRI 2020 AssessmentOur effort in the responsible investment has to be submitted to the UNPRI for assessment. In 2020, we are excited to announce we have achieved an “A” from them.Read Online

We Have Earned an “A” in the UNPRI 2020 Assessment

Our effort in the responsible investment has to be submitted to the UNPRI for assessment. In 2020, we are excited to announce we have achieved an “A” from them.

Read Online

15 Year Anniversary LetterOver the past 15 years, we as a team have had our share of successes and failures. We want to share some of the lessons we have learned from these experiences. Some contents of this letter have been blacked out due to compliance requirement. Download as PDF

15 Year Anniversary Letter

Over the past 15 years, we as a team have had our share of successes and failures. We want to share some of the lessons we have learned from these experiences.

Some contents of this letter have been blacked out due to compliance requirement.

Download as PDF

What is Responsible Investment?As defined by UNPri, it is a strategy and practice to incorporate ESG factors in investment decisions and active ownership. Making responsible investment has many ways.Read OnlineDownload as PDF

What is Responsible Investment?

As defined by UNPRI, it is a strategy and practice to incorporate ESG factors in investment decisions and active ownership. Making responsible investment has many ways.

Read Online

Our Sustainability PhilosophyAcademic research has broadly supported the thesis that ESG does not lead to lower returns. There is some evidence that ESG data is helpful to risk management. These are no longer abstract ideas. Read OnlineDownload as PDF

Our Sustainability Philosophy

Academic research has broadly supported the thesis that ESG does not lead to lower returns. There is some evidence that ESG data is helpful to risk management. These are no longer abstract ideas. 

Read Online

Our Approach to Responsible InvestingWe have a strategy for the integration of sustainability factors in our investment decision making. Our systematic approach is based both on global best practices and local market specific fundamental insights.Read OnlineDownload as PDF

Our Approach to Responsible Investing

We have a strategy for the integration of sustainability factors in our investment decision making. Our systematic approach is based both on global best practices and local market specific fundamental insights.

Read Online

ESG

Environmental, Social and Governance

Why It Matters?

 

Massive Scale

4,500,000,000+ people live in Asia.

It’s 60% of humanity.

Growth Opportunities

Asia has been responsible for over 60% of global growth in recent years.

We invest in businesses that will thrive from this growth.

Sustainability Issues

Climate change, clean air, clean water, and social stability are impacting economies and markets.

These risks need to be included in any investment analysis.

 

Working with Leaders

Investment Strategy

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We are equity investors focused on seeking the highest quality sustainable businesses in Asia. As specialists in the region for over 15 years, we have developed a deep understanding of local political, cultural, and economic factors. We seek to invest in companies that provide a net benefit to society.

Our fundamental research identifies high-quality management and businesses with long term time horizons. The investment process includes both classic securities analysis and a significant amount of on-site due diligence on companies and industries.

Integrating an ESG framework across all our investments leads to differentiated and independent insights. Our goal is to generate attractive long term risk-adjusted returns and do it sustainably.

Business Principles

 
 
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Long-term Value Creation

We aim to maximize long-term value. As a fund, our goal is to provide long-term returns. As a company, our longstanding relationships with partners and colleagues are invaluable.

 
 
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Integrity

Our belief is that sustainable relationships are founded on integrity. At Telligent, we strive to uphold this principle in everything we do.

 
 
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Teamwork

We are a close-knit family with a flat hierarchy. It is our conviction that teamwork and collaboration are the best ways to create value.

 
 
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Dedication

The nature of our business is simple but not easy, and there are no shortcuts. It requires hard work and dedication.

 
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Continuous Development

The willingness to continuously improve is the foundation for critical and innovative thinking. We constantly strive to develop and improve collectively and individually. 

 
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Open Communication

We have an open atmosphere where people learn from each other and feel comfortable offering honest feedback and opinions. 

 
 
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Open-mindedness

We foster an environment of open-mindedness based on flexibility and a willingness to learn new things.  Our industry and the markets are constantly changing and we must adapt to thrive.

 
 

Team

 

George Lin, Chief Executive Officer

Founded Telligent and serves as the Chief Executive Officer of the firm. George has been responsible for the development of the investment process, infrastructure, and team. He began his career at Goldman Sachs in investment research. He graduated from Stanford University with a dual BA in Economics and English with Honors, CEIBS Shanghai EMBA, and is a CFA charterholder.

 

Ching-Shan Lin, Chief Investment Officer

Founded Telligent and has managed the fund since inception. Prior to establishing Telligent, Ching-Shan worked at Goldman Sachs where he was part of the firm’s pioneering efforts to enter the Asian markets. He established the Goldman Sachs Singapore office, the Hong Kong wealth management business, and the Goldman Sachs Shanghai office. He has a BS in Mechanical Engineering from Taiwan National Cheng Kung University and an MBA from Harvard Business School.

 

Johnny Wong, Director of Research

Johnny initially joined the research team at Telligent as an analyst. He was promoted to Director of Research and is responsible for continuing to develop the research analyst team. He has covered a variety of sectors including consumer, financials, industrial, real estate, and technology. He has a BS in Actuarial Science with First Class Honors from the University of Hong Kong. He is a CFA charterholder and a Chartered SRI Counselor.

 

Jonathan Ko, Chief Operating Officer

Jonathan is the Chief Operating Officer and oversees the firm’s operations controls, regulatory compliance, financial accounting, risk management, and information technology. He previously worked at a local Hong Kong law firm. He has a Master of Laws in Compliance and Regulation from The University of Hong Kong, a Juris Doctor degree from City University of Hong Kong, and a BSc from Hong Kong Polytechnic University. He is a CFA charterholder.