Saichild Financial Holdings Limited
Annual Investor Letter - 2017
To Our Esteemed Clients, Partners, and Colleagues,
As we conclude the year ended 31 December 2017, Saichild Financial Holdings Limited is pleased to report continued progress in executing our investment strategy and enhancing operational capabilities. The year presented a blend of opportunities and challenges, but our disciplined approach and steadfast commitment to long-term value creation served us well.
Global markets in 2017 were characterized by steady economic growth, improving corporate earnings, and relatively low volatility. These conditions supported risk assets broadly, yet our investment philosophy remained anchored in fundamental analysis and rigorous risk management to identify sustainable growth opportunities.
During the year, we increased our allocation to technology and healthcare sectors, reflecting secular trends such as digital transformation and demographic shifts. We also deepened our exposure in consumer-oriented businesses positioned to benefit from evolving consumption patterns in key markets. Geographic diversification was further enhanced, balancing developed and select emerging economies to optimize risk-adjusted returns.
Our private investment activities continued to be an important component of our portfolio construction. We advanced several strategic discussions and completed selective transactions that complement our public market holdings and offer potential for meaningful long-term upside.
On the operational front, 2017 was a year of strengthening client engagement and internal processes. We implemented enhanced performance analytics and expanded reporting capabilities to deliver greater transparency and insight. Our risk management systems were also upgraded to support proactive monitoring and swift response to market developments.
Financially, Saichild’s Assets Under Management grew to USD81 million by year-end, reflecting robust performance and increased investor confidence. This growth reinforces our belief in the durability of our investment framework and the value of strong partnerships.
Looking ahead, we remain focused on disciplined capital deployment, continuous improvement, and maintaining the highest standards of governance. We thank our clients and partners for their unwavering support and look forward to further success together.
Yours sincerely,
The Board of Directors
Saichild Financial Holdings Limited