Open Door Investment Management Ltd.

Overview

Open Door Investment Management Ltd. is a 100% employee-owned, SEC-registered investment advisor based in Shanghai, China. Founded in 2011 by veteran China investors, the firm specializes in managing institutional funds and segregated accounts, focusing on Greater China, A-shares, healthcare, and ethical/ESG strategies. The team comprises fund managers and analysts based in Shanghai, dedicated to identifying promising entrepreneurial companies across a stock universe of over 9,000 companies in markets including Shanghai, Shenzhen, Hong Kong, Taiwan, and other offshore exchanges. Additionally, the San Francisco team handles trading, operations, compliance, and client services. The firm's investment process emphasizes thorough due diligence, including company visits to assess operations and management. Positions are conservatively sized, with initial allocations between 1% and 2%, and can grow up to 10% of the portfolio as confidence in the company's management increases. The target turnover rate typically ranges between 40% to 60% annually. Risk management is a key focus, with dedicated personnel continually assessing downside risk for all portfolio positions. Portfolios are well-diversified, investing in companies across multiple sectors and market capitalizations, accepting moderate volatility for high, long-term alpha generation. Open Door Investment Management Ltd. is registered with the SEC and manages approximately $152.1 million in assets. The firm's leadership includes CEO and Chief Investment Officer Shifeng Ke, Director Bin Wu, and Chief Compliance Officer Lusine Moshkounian.