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Saichild Financial Holdings Limited

Saichild Financial Holdings Limited
Annual Investor Letter - 2020

To Our Valued Clients, Partners, and Colleagues,

 

The year ended 31 December 2020 will be remembered as one of the most unprecedented periods in recent history. The global COVID-19 pandemic disrupted economies, markets, and daily life in profound ways. Despite this extraordinary backdrop, Saichild Financial Holdings Limited demonstrated resilience and adaptability, navigating the uncertainty with discipline and a long-term investment perspective.

 

The onset of the pandemic triggered sharp market declines in the first quarter, followed by a remarkable recovery supported by unprecedented fiscal and monetary stimulus globally. Volatility remained elevated throughout the year, underscoring the importance of rigorous risk management and selective opportunity identification. Saichild’s investment approach, grounded in fundamental analysis and capital preservation, proved effective in managing portfolio risks and capturing value.

 

During 2020, we continued to emphasize investments in sectors that showed strong growth potential amid shifting global trends. Technology and healthcare again featured prominently, benefiting from accelerated digital adoption and increased focus on health innovation. Additionally, we identified opportunities in companies well-positioned to benefit from changes in consumer behavior and supply chain dynamics.

 

Our private investment activities adapted to new realities with enhanced due diligence processes and greater engagement with management teams remotely. While deal activity was constrained by the uncertain environment, we remained committed to pursuing high-conviction opportunities that complement our broader portfolio.

 

Operationally, Saichild accelerated investments in technology and remote collaboration tools to maintain seamless operations and client service. We also enhanced risk analytics capabilities to better assess portfolio vulnerabilities under various pandemic-related scenarios.

 

Financially, Saichild closed 2020 with Assets Under Management totalling USD130 million. This growth reflects not only market recovery but also continued investor trust and new capital commitments during a challenging year.

 

Looking ahead, while uncertainties remain, Saichild is well-positioned to navigate the evolving landscape with agility and a focus on long-term value creation. We thank our clients, partners, and stakeholders for their unwavering support and confidence during these extraordinary times.

 

Yours sincerely.

Paulus Saichild

Chief Executive Officer

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