Dawnlight Capital seeks to generate long-term capital appreciation with a limited correlation with the overall market conditions. We utilize a long/short strategy with a rigorous bottom-up approach.

Our investment scope covers global businesses through a generalist lens. The areas of focus depend on a dynamic evaluation of our ability to generate differentiated insights in such areas. We often define and segment industries differently than the traditional way.

Our investment process focuses relentlessly on the inputs. We define the inputs that make a business and an investment successful over the long term as controllable and impactful. We reinvest to fine-tune our process just like the way professional athletes do in their trainings.