Our Valued Clients, Partners, and Colleagues,
 
It is with great pride that we present this inaugural annual letter, marking the founding year of Saichild Financial Holdings Limited. The year 2009 stands as a defining moment in our firm’s journey — the year in which our long-term vision took root and our foundational principles were formally established.
 
The global economic environment in 2009 remained deeply affected by the aftermath of the 2008 financial crisis. Markets were volatile, sentiment was cautious, and institutions around the world were recalibrating their strategies. In this landscape of uncertainty, we saw clarity. Saichild was founded with the belief that periods of disruption often create the most compelling opportunities for disciplined and forward-thinking investors. Rather than shy away, we chose to engage — not aggressively, but deliberately, building a platform capable of navigating complexity and capturing long-term value.
 
In our first year, we focused intensively on laying a robust institutional foundation. We established the corporate structure of the firm and secured the necessary legal and regulatory infrastructure to operate with integrity and accountability. Governance and internal controls were implemented from the outset, with a clear mandate to ensure institutional-grade standards in compliance, transparency, and risk management.
 
Equally important was the formation of our core team. We assembled a small but highly capable group of professionals who shared a common philosophy — an unwavering commitment to stewardship, strategic thinking, and long-term alignment with investors. With their diverse backgrounds in investment management, private capital, and financial advisory, the team brought a solid blend of insight, discipline, and entrepreneurial energy.
 
We began deploying capital cautiously, focusing on opportunities that aligned with our core values: preservation of capital, asymmetrical return potential, and strong intrinsic value. In 2009, our investment exposure included select distressed assets, defensive equities, and high-quality credit, all carefully vetted through our internal risk and return framework.
 
As at 31 December 2009, our Assets Under Management stood at USD7 million. This initial capital was contributed by a small group of high-net-worth individuals and family offices who shared our belief in a patient, principled approach to investment. While this figure may appear modest, it represented more than a number — it symbolised trust, partnership, and the first milestone in what we aspire to build into a generational enterprise.
 
Our investment philosophy, even in our earliest days, has remained consistent: capital preservation must come before growth, alignment with investors must be absolute, and patient conviction is more valuable than reactive speed. These tenets continue to guide every decision we make.
 
As we look ahead, we are energised by the road before us. Saichild is not designed for quick wins or fleeting trends. It is structured to endure — to navigate cycles, to build resilient portfolios, and to grow responsibly. The year 2009 will always be remembered not only as our first year of operation, but also as the year we committed ourselves to something larger: the creation of a principled, performance-driven investment platform capable of standing the test of time.
 
On behalf of the entire team, we thank our founding investors and early supporters for your belief in our vision. Your trust has laid the cornerstone for everything to come.
 

Yours sincerely,
 
Paulus Saichild
Executive Director