To Our Valued Clients, Partners, and Colleagues,

 

As we close the year ended 31 December 2014, we are pleased to share another chapter of progress and development at Saichild Financial Holdings Limited. Building on the strong foundation laid in previous years, 2014 was marked by measured growth, enhanced portfolio diversification, and continued operational refinement.

 

The global economic landscape in 2014 remained complex, with mixed signals from various regions. Developed markets continued to show resilience, supported by accommodative monetary policies and improving labor markets, particularly in the United States. Meanwhile, emerging markets faced renewed challenges amid fluctuating commodity prices and ongoing geopolitical tensions. This environment required a disciplined and adaptive investment approach — one that Saichild maintained with unwavering focus.

 

Throughout the year, we sought to capitalize on market inefficiencies and thematic trends by expanding our exposure to sectors with favorable long-term prospects. Notably, we increased allocations to technology and consumer services businesses in both North America and Asia, reflecting confidence in structural growth drivers such as digital adoption and rising middle-class consumption. We also cautiously trimmed positions in more cyclical industries, mindful of macroeconomic headwinds and valuation pressures.

 

Private investments continued to be a key area of interest, with several new engagements initiated across diversified industries. While the pace of deal closures remained selective, these initiatives underscored our commitment to sourcing differentiated opportunities that complement our public market strategies and enhance portfolio resilience.

 

Operationally, 2014 saw further enhancements in our risk management and governance frameworks. We introduced more granular scenario analysis tools and strengthened internal audit procedures to ensure robust oversight. These steps are integral to sustaining the institutional standards that underpin our investment process and client confidence.

 

Financially, we are pleased to report that Saichild’s Assets Under Management reached USD89 million by year-end, reflecting both organic growth and new commitments. This milestone is a testament to the enduring trust placed in us by our investors and the effectiveness of our disciplined investment approach.

 

Looking ahead, we remain focused on delivering consistent long-term value through thoughtful capital allocation, rigorous risk management, and a partnership-driven approach.

 

Our commitment to clarity, integrity, and strategic foresight remains steadfast as we navigate an ever-evolving investment landscape.

 

On behalf of the Board and the entire Saichild team, we thank you for your ongoing support and confidence. We look forward to advancing our shared vision in the years to come.

​

​

Yours sincerely,

​

Paulus Saichild

Executive Director