Through our investing career, we have found that the evolution of public markets investing has led to a decline in patience, duration, and depth of diligence, especially in Asia. Nowadays, a lot of investing seems to borderline short-term wagering. Take the US for example, the average holding period for the NYSE declined from eight years in the 1950’s, down to two years in the 1980’s, down to less than six months today. When we look to Asia, most notably China, the average annual turnover for the market over the last decade is roughly 50% higher than that of the US. By focusing on the short-term, investors lose access to the eighth wonder of the world, compounding.

We created Entrust Evergreen because we strongly believe that we can achieve our long-term return requirements due to a gap in the market for our approach and investment philosophy. In Asia, on one end of the spectrum, you have private equity firms who take a long-term, builder’s approach to businesses. On the other end, in the public markets, the vast majority of investment firms are short-term, trading-oriented, and momentum-driven. This dichotomy is only widening. Entrust Evergreen aims to take advantage of this gap through our investment strategy of uncovering and owning businesses that have strong moats with long runways for growth. 

Our goal is to find and own sustainable and durable businesses over a multi-year holding period, allowing us to participate in the long-term compounding of earnings power of these businesses and generate returns in the multiples instead of percentage points.

Entrust Evergreen Partners

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