A remarkable company in an overlooked industry
There’s a famous saying that investors should follow the money to find great companies. For Qiao Ma and the team at Cooper Investors, they are more interested in following great founders and management teams. So, when she discovered that two top executives at Topsports both previously worked at Nike China for over a decade, it caught her attention and spurred her to conduct more in-depth research.
By digging a little deeper, the team at Cooper Investors discovered a sophisticated online retailer, with the largest store footprint in China, with a truly unique ecommerce model that is delivering double-digit growth.
In this short video, Qiao provides an overview of the investment case for this high-quality company that has forced its way into the CI Asian Equities portfolio.
Click on the player below to watch the short video.
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