To Our Esteemed Clients, Partners, and Colleagues,

 

As we close the year ended 31 December 2019, we are pleased to share the progress and insights from what proved to be a pivotal year for Saichild Financial Holdings Limited. The global investment landscape was marked by increased volatility and the emergence of unprecedented challenges, underscoring the importance of a disciplined, long-term approach to investing.

 

Throughout 2019, global markets experienced a complex mix of geopolitical tensions, trade negotiations, and shifting monetary policies. These factors contributed to intermittent bouts of uncertainty, yet also provided opportunities for those with a patient and measured investment philosophy. Saichild remained focused on identifying quality businesses with sustainable earnings and strong market positioning, while maintaining prudent risk management practices.

 

During the year, we strategically adjusted our portfolio to increase exposure to technology and healthcare sectors, both of which are underpinned by long-term structural growth drivers such as digital transformation and demographic shifts. We maintained a diversified geographic approach, balancing our investments across developed and select emerging markets, and remained vigilant in managing exposure to macroeconomic risks.

 

Our private investment strategy continued to evolve, with the team progressing selective transactions that complement our public holdings and offer potential for attractive long-term returns. These efforts required careful diligence and patience, reflecting our commitment to value creation through active partnership and operational involvement.

 

Operationally, 2019 was a year of strengthening infrastructure and client engagement. We enhanced our reporting and analytics capabilities to provide more comprehensive and timely insights into portfolio performance and risk exposures. Furthermore, we expanded our investor communications to foster transparency and trust.

 

Financially, Saichild’s Assets Under Management grew to USD110 million by the end of 2019. This milestone highlights the resilience of our investment approach and the strong relationships we have cultivated with our clients and partners.

 

As we look ahead, the investment environment remains dynamic and challenging. Saichild is committed to navigating these complexities with rigor, discipline, and a long-term perspective.

 

We are grateful for the continued support and confidence of our investors and look forward to advancing our shared objectives in the coming years.

 

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Yours sincerely,

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The Board of Directors
Saichild Financial Holdings Limited