JOHO CAPITAL LLC

Methods of Analysis, Investment Strategies and Risk of Loss Joho utilizes long-only equity strategies as well as long/short equity strategies focused primarily on Japan, China, Korea, and related opportunities in other Asian and global markets. The Advisor focuses on certain sectors in Asia where its investment professionals have analytical strength, which generally include technology, automobiles, machinery, retail, consumer goods, basic materials and financial services.

Joho’s investment process combines traditional analysis of industry structure, competitive environments, and corporate strategy with extensive financial modeling and valuation techniques. The investment process generally includes screening proprietary databases for potential long and short investment ideas; meeting with company management and visiting key operations of potential investments; meeting and analyzing competitors, customers, and supplies of potential investments; developing l...
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