Strategy for Chinese Investors
Simon International locates opportunities in Latin American natural resource companies
where Chinese investors can add value by linking the investment to China. We also
look for private companies that fit well with existing Chinese investments in China
or overseas. Simon International supports investment strategies based on the following
general tenets:
- Disciplined Approach: Locate excellent businesses at attractive prices. Among many
other factors, we seek investment opportunities in Latin American and Southern Africa
in companies that possess these attributes:
- Straightforward business model
- Healthy cash flow margins
- Management teams with experience, a track record and integrity
- Obvious link between Latin America or Southern Africa and China where Chinese investors
can add value
- Focus on Natural Resources-related Companies: Simon International seeks investment
opportunities in Latin American companies where there is a tangible link to China.
These relate principally to natural resources, including mining, energy, forestry
and agribusiness. We also locate opportunities for limited investments in infrastructure
assets such as ports and railways—particularly if they are related to transporting
or handling commodities:
- Agribusiness
- Metals and mining
- Forestry
- Energy
- Infrastructure
Industry
- Transaction Focus: Broadly speaking we look for investment opportunities in:
- Private companies
- Spin-offs of larger companies
- Greenfield, or start-up, projects that meet certain criteria
- Other special purpose vehicles used to acquire commodity assets
- Ownership: Our investors can take majority or minority ownership investments in companies
and projects.