Teaser (~1min)
𝐍𝐨𝐭𝐚𝐛𝐥𝐞 𝐐𝐮𝐨𝐭𝐞𝐬:
“𝑊ℎ𝑒𝑛 𝐼 𝑙𝑜𝑠𝑡 𝑚𝑦 𝑒𝑦𝑒𝑠𝑖𝑔ℎ𝑡, 𝐼 𝑠𝑎𝑤 𝑙𝑜𝑡 𝑜𝑓 𝑘𝑖𝑛𝑑𝑛𝑒𝑠𝑠 𝑎𝑟𝑜𝑢𝑛𝑑 𝑚𝑒. 𝐵𝑢𝑡 𝑡ℎ𝑒 𝑒𝑥𝑝𝑒𝑟𝑖𝑒𝑛𝑐𝑒 𝑡𝑎𝑢𝑔ℎ𝑡 𝑚𝑒 𝑙𝑜𝑡 𝑜𝑓 𝑟𝑒𝑠𝑖𝑙𝑖𝑒𝑛𝑐𝑒. 𝐵𝑎𝑑 𝑡ℎ𝑖𝑛𝑔𝑠 𝑑𝑜 ℎ𝑎𝑝𝑝𝑒𝑛 𝑏𝑢𝑡 𝑡ℎ𝑒𝑛 𝑡ℎ𝑒𝑟𝑒 𝑖𝑠 𝑎𝑙𝑤𝑎𝑦𝑠 𝑙𝑖𝑔ℎ𝑡 𝑎𝑡 𝑡ℎ𝑒 𝑒𝑛𝑑 𝑜𝑓 𝑡ℎ𝑒 𝑡𝑢𝑛𝑛𝑒𝑙. 𝑊ℎ𝑒𝑛 𝑏𝑎𝑑 𝑡ℎ𝑖𝑛𝑔𝑠 ℎ𝑎𝑝𝑝𝑒𝑛, 𝑗𝑢𝑠𝑡 𝑘𝑒𝑒𝑝 𝑔𝑜𝑖𝑛𝑔. 𝑀𝑜𝑠𝑡 𝑒𝑛𝑡𝑟𝑒𝑝𝑟𝑒𝑛𝑒𝑢𝑟𝑖𝑎𝑙 𝑐ℎ𝑎𝑙𝑙𝑒𝑛𝑔𝑒𝑠 𝑠𝑒𝑒𝑚 𝑡𝑜 𝑏𝑒 𝑟𝑒𝑙𝑎𝑡𝑖𝑣𝑒𝑙𝑦 𝑠𝑚𝑎𝑙𝑙.”
► [𝐼𝑟𝑎𝑞 𝑖𝑛𝑣𝑎𝑠𝑖𝑜𝑛 𝑜𝑓 𝐾𝑢𝑤𝑎𝑖𝑡] 𝑇ℎ𝑒 𝑒𝑥𝑝𝑒𝑟𝑖𝑒𝑛𝑐𝑒 𝑏𝑎𝑠𝑖𝑐𝑎𝑙𝑙𝑦 𝑡𝑎𝑢𝑔ℎ𝑡 𝑚𝑒 𝑡𝑤𝑜 𝑡ℎ𝑖𝑛𝑔𝑠. 𝐹𝑖𝑟𝑠𝑡 𝑅𝑒𝑠𝑖𝑙𝑖𝑒𝑛𝑐𝑒. 𝐵𝑎𝑑 𝑡ℎ𝑖𝑛𝑔𝑠 𝑑𝑜 ℎ𝑎𝑝𝑝𝑒𝑛. 𝑌𝑜𝑢 ℎ𝑎𝑣𝑒 𝑡𝑜 𝑘𝑒𝑒𝑝 𝑔𝑜𝑖𝑛𝑔 𝑡ℎ𝑟𝑜𝑢𝑔ℎ 𝑖𝑡. 𝑆𝑒𝑐𝑜𝑛𝑑, 𝑐𝑟𝑒𝑎𝑡𝑖𝑣𝑖𝑡𝑦. 𝑊𝑒 ℎ𝑎𝑑 𝑡𝑜 𝑓𝑖𝑔𝑢𝑟𝑒 𝑜𝑢𝑡 𝑠𝑡𝑢𝑓𝑓 𝑎𝑠 𝑡ℎ𝑒 𝑐𝑜𝑢𝑛𝑡𝑟𝑦 ℎ𝑎𝑑 𝑐𝑜𝑚𝑝𝑙𝑒𝑡𝑒𝑙𝑦 𝑠𝑡𝑜𝑝𝑝𝑒𝑑 𝑓𝑢𝑛𝑐𝑡𝑖𝑜𝑛𝑖𝑛𝑔 𝑙𝑖𝑘𝑒 𝑛𝑜𝑟𝑚𝑎𝑙.
► 𝑇𝑟𝑖𝑘𝑜𝑛 𝑖𝑠 𝑓𝑜𝑐𝑢𝑠𝑒𝑑 𝑜𝑛 𝑓𝑖𝑛𝑑𝑖𝑛𝑔 𝑡𝑤𝑒𝑛𝑡𝑦 𝑏𝑒𝑠𝑡 𝑖𝑑𝑒𝑎𝑠 𝑖𝑛 𝐴𝑠𝑖𝑎. 𝑊𝑒 𝑓𝑖𝑛𝑑 𝑠𝑖𝑡𝑢𝑎𝑡𝑖𝑜𝑛𝑠 𝑜𝑓 𝑐ℎ𝑎𝑛𝑔𝑒 𝑤ℎ𝑒𝑟𝑒 𝑝𝑒𝑜𝑝𝑙𝑒 𝑎𝑟𝑒 𝑛𝑜𝑡 𝑎𝑝𝑝𝑟𝑒𝑐𝑖𝑎𝑡𝑖𝑛𝑔 𝑠𝑙𝑜𝑝𝑒 𝑜𝑓 𝑒𝑎𝑟𝑛𝑖𝑛𝑔 𝑔𝑟𝑜𝑤𝑡ℎ 𝑜𝑟 𝑑𝑖𝑟𝑒𝑐𝑡𝑖𝑜𝑛 𝑜𝑓 𝑎 𝑐ℎ𝑎𝑛𝑔𝑒.
► 𝑊𝑒 [𝑇𝑟𝑖𝑘𝑜𝑛] 𝑎𝑟𝑒 𝑓𝑜𝑐𝑢𝑠𝑒𝑑 𝑜𝑛 𝑚𝑎𝑔𝑛𝑖𝑡𝑢𝑑𝑒 𝑜𝑓 𝑐ℎ𝑎𝑛𝑔𝑒. 𝑊𝑒 𝑤𝑎𝑛𝑡 𝑡𝑜 𝑖𝑛𝑣𝑒𝑠𝑡 𝑏𝑒ℎ𝑖𝑛𝑑 𝑚𝑎𝑟𝑘𝑒𝑡 𝑙𝑒𝑎𝑑𝑒𝑟𝑠 𝑎𝑛𝑑 𝑏𝑒𝑠𝑡 𝑚𝑎𝑛𝑎𝑔𝑒𝑚𝑒𝑛𝑡 𝑡𝑒𝑎𝑚𝑠 𝑡ℎ𝑎𝑡 𝑒𝑛𝑎𝑏𝑙𝑒 𝑢𝑠 𝑡𝑜 𝑐𝑎𝑝𝑖𝑡𝑎𝑙𝑖𝑧𝑒 𝑜𝑛 𝑔𝑟𝑒𝑎𝑡 𝑔𝑟𝑜𝑤𝑡ℎ 𝑜𝑝𝑝𝑜𝑟𝑡𝑢𝑛𝑖𝑡𝑖𝑒𝑠 𝑓𝑜𝑟 𝐴𝑠𝑖𝑎.
► 𝐻𝐾 𝑖𝑠 𝑎 𝑣𝑖𝑏𝑟𝑎𝑛𝑡 𝑐𝑖𝑡𝑦. 𝐼𝑡’𝑠 𝑤𝑜𝑛𝑑𝑒𝑟𝑓𝑢𝑙 𝑓𝑜𝑟 𝑑𝑜𝑖𝑛𝑔 𝑤𝑜𝑟𝑘. 𝐼𝑡’𝑠 𝑜𝑛𝑒 𝑜𝑓 𝑡ℎ𝑒 ℎ𝑢𝑏𝑠 𝑜𝑓 𝐴𝑠𝑖𝑎 𝑎𝑛𝑑 𝐼 𝑑𝑜𝑛’𝑡 𝑠𝑒𝑒 𝑡ℎ𝑎𝑡 𝑐ℎ𝑎𝑛𝑔𝑖𝑛𝑔. 𝐼𝑡’𝑠 𝑎𝑛 𝑒𝑎𝑠𝑦 𝑝𝑙𝑎𝑐𝑒 𝑡𝑜 𝑑𝑜 𝑏𝑢𝑠𝑖𝑛𝑒𝑠𝑠. 𝑅𝑢𝑙𝑒𝑠 𝑜𝑓 𝑒𝑛𝑔𝑎𝑔𝑒𝑚𝑒𝑛𝑡 𝑖𝑠 𝑐𝑙𝑒𝑎𝑟. 𝐻𝐾 𝑖𝑠 𝑎 𝑐𝑖𝑡𝑦 𝑡ℎ𝑎𝑡 𝑛𝑒𝑣𝑒𝑟 𝑠𝑙𝑒𝑒𝑝𝑠. 𝐼𝑡’𝑠 𝑎𝑙𝑚𝑜𝑠𝑡 𝑎𝑙𝑤𝑎𝑦𝑠 𝑠𝑢𝑛𝑛𝑦. 𝑇ℎ𝑒𝑟𝑒 𝑖𝑠 𝑎𝑙𝑤𝑎𝑦𝑠 𝑠𝑜𝑚𝑒𝑡ℎ𝑖𝑛𝑔 𝑔𝑜𝑖𝑛𝑔 𝑜𝑛. 𝑌𝑜𝑢 𝑛𝑒𝑣𝑒𝑟 𝑔𝑒𝑡 𝑏𝑜𝑟𝑒𝑑. 𝑌𝑜𝑢 𝑎𝑟𝑒 𝑒𝑖𝑡ℎ𝑒𝑟 𝑏𝑢𝑠𝑦 𝑤𝑖𝑡ℎ 𝑤𝑜𝑟𝑘 𝑜𝑟 𝑏𝑢𝑠𝑦 𝑤𝑖𝑡ℎ 𝑓𝑟𝑖𝑒𝑛𝑑𝑠 𝑎𝑛𝑑 𝑓𝑎𝑚𝑖𝑙𝑦.
► 𝐼𝑡’𝑠 [𝐻𝐾] 𝑎 𝑐𝑖𝑡𝑦 𝑡ℎ𝑎𝑡 𝑠ℎ𝑜𝑤𝑠 𝑖𝑛𝑐𝑟𝑒𝑑𝑖𝑏𝑙𝑒 𝑟𝑒𝑠𝑖𝑙𝑖𝑒𝑛𝑐𝑒. 𝑃𝑒𝑜𝑝𝑙𝑒 𝑗𝑢𝑠𝑡 𝑔𝑒𝑡 𝑜𝑛 𝑤𝑖𝑡ℎ 𝑖𝑡 𝑎𝑛𝑑 𝑓𝑖𝑛𝑑 𝑠𝑜𝑙𝑢𝑡𝑖𝑜𝑛𝑠 𝑡𝑜 𝑝𝑟𝑜𝑏𝑙𝑒𝑚𝑠. 𝐼𝑡 ℎ𝑎𝑠 𝑎 𝑟𝑒𝑚𝑎𝑟𝑘𝑎𝑏𝑙𝑒 𝑒𝑓𝑓𝑖𝑐𝑖𝑒𝑛𝑐𝑦 𝑖𝑛 𝑔𝑒𝑡𝑡𝑖𝑛𝑔 𝑡ℎ𝑖𝑛𝑔𝑠 𝑑𝑜𝑛𝑒 𝑎𝑡 𝑝𝑒𝑟𝑠𝑜𝑛𝑎𝑙 𝑜𝑟 𝑝𝑟𝑜𝑓𝑒𝑠𝑠𝑖𝑜𝑛𝑎𝑙 𝑏𝑎𝑠𝑖𝑠. 𝐴𝑛𝑑 𝑎𝑙𝑠𝑜 𝑡ℎ𝑒 𝑑𝑖𝑣𝑒𝑟𝑠𝑖𝑡𝑦 𝑜𝑓 𝑡ℎ𝑒 𝑐𝑖𝑡𝑦 𝑖𝑠 𝑟𝑒𝑚𝑎𝑟𝑘𝑎𝑏𝑙𝑒.
► 𝑌𝑜𝑢 𝑔𝑜𝑡 𝑡𝑜 𝑐𝑜𝑚𝑒 ℎ𝑒𝑟𝑒 [𝐻𝐾] 𝑡𝑜 𝑠𝑒𝑒 𝑤ℎ𝑎𝑡 𝑎 𝑚𝑖𝑟𝑎𝑐𝑙𝑒 𝑡ℎ𝑖𝑠 𝑝𝑙𝑎𝑐𝑒 𝑖𝑠. 𝐼𝑡’𝑠 𝑟𝑒𝑎𝑙𝑙𝑦 𝑡ℎ𝑒 𝑟𝑒𝑠𝑖𝑙𝑖𝑒𝑛𝑐𝑒, 𝑟𝑢𝑙𝑒 𝑜𝑓 𝑙𝑎𝑤 𝑎𝑛𝑑 𝑐𝑟𝑒𝑎𝑡𝑖𝑣𝑖𝑡𝑦 𝑡ℎ𝑎𝑡 𝑚𝑎𝑘𝑒 𝐻𝐾 𝑤ℎ𝑎𝑡 𝑖𝑡 𝑖𝑠.
𝐆𝐮𝐞𝐬𝐭 𝐏𝐫𝐨𝐟𝐢𝐥𝐞:
Gaurav Grover is Founder & Chief Investment Officer of Trikon Asset Management which manages a substantial amount capital for institutional investors from around the world and from all of his former employers include Partners from Moore, Silver Lake and TPG. Trikon invests with a concentrated, high conviction long-short portfolio approach to Asian equities. The strategy aims to catch “change” and have differentiated views on earnings power of stocks and of industries, employing a fundamental, bottom-up investment process.
Gaurav began his career in 1997 in Investment Banking at Donaldson, Lufkin & Jenrette (DLJ). Subsequently, he worked with Silver Lake, Goldman Sachs Principal Strategies Group, TPG-Axon Capital and Moore Capital in New York, San Francisco and Hong Kong. He has been working Hong Kong since 2004.
Gaurav is an Indian citizen and spent his formative years in Kuwait. He lived through Iraq’s invasion as well as part of the occupation of Kuwait. He attended University of Pennsylvania and completed two Bachelor’s Degrees in three years and was awarded Summa Cum Laude. He was a Joseph Wharton Scholar and a Benjamin Franklin Scholar. He also has an MBA from the Harvard Business School.