We invest in Western (EU, US, Israel) and Asian (China, Australia, India, Japan, Korea, SEA) tech companies that have the potential to become so-called “hidden champions” in their niche. For those unfamiliar with the term “hidden champion”, we refer to Hermann Simon’s book
All targets are selected based on our specific “Expansion ready” selection criteria, which covers their technology, operations and management. The post-investment value-add of active expansion in Asia or the West (EU, US) is significant. Once the expansion gains traction, the target has access to the world’s largest and fastest growing regions.
Through that access to key markets, the portfolio company can become a “hidden champion”, which leads to dramatic value growth and becomes a prime acquisition target or IPO candidate.
In executing this investment strategy, our funds offer investors the following 3 advantages:
As an investing expansion partner, LvS has preferential access to high-tech companies and is generally able to invest at preferential terms
Expansion to and from Asia creates unprecedented growth for tech companies, and provides investors with exposure to key growth markets, without the challenge and risk of finding gppf local companies in those markets.
Our active management of the expansion provides supervision and insight that board positions cannot achieve.
We select Western (EU, US, Israel) and Asian (China, Australia, India, Japan, Korea, SEA) tech companies with the best prospects for expansion (see funds tab). In each case, we make a specific investment and expansion offer dependent on the company, its product/service and targeted expansion market(s) (see criteria tab).
Our current active portfolio includes the following companies: