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The best returns come from getting in early, when a company is just a founder and a conviction.
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China's best companies were not obvious at the start. The job is to see them before they are.
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I spent years inside the software business before I ever invested. That teaches you how companies really buy and sell.
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We stay in the sectors we understand. Technology, consumer, healthcare. Outside that, we are just guessing.
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Back the founder first. A great person in a rough market beats a weak person in a great one.