Investment Philosophy

Soft Capital Management is a contrarian value investor, looking for companies with sustainable business models, shareholder friendly management team and trading at reasonable valuations. Soft Capital Management follows a rigorous holistic framework to analyze the investment space, using both qualitative and quantitative tools to drill down to individual stock’s fundamentals while keeping vigilant in macro inflection points and sector extremes. 

“The softest thing in the world will overcome the hardest. Non-being can enter where there is no space. Therefore I know the benefit of unattached action. The wordless teaching and unattached action are rarely seen.” – Dao De Jing
“天下之至柔、馳騁天下之至堅。無有入無間。吾是以知無爲之有益。不言之教、無爲之益、天下希及之。”  - 道德經