About

Clear Waters Capital is a quiet, long-term investment partnership focused on structurally advantaged businesses in China and Hong Kong. We study geo politics, industry structure, psycology, and management behavior to understand how a business compounds over time.

We manage a concentrated portfolio and view the partnership as the primary vehicle for compounding our own capital alongside a small group of like-minded investors.

Investment Philosophy

We invest in a small number of businesses with durable economics, simple value propositions, and rational capital allocation. The portfolio typically holds 8–10 positions; we prefer depth of understanding over breadth of exposure.

Our orientation is long-cycle. We think in years rather than quarters and accept volatility as the cost of compounding, provided intrinsic value remains intact.

We aim to communicate clearly, in order to share our market commentary, and let the results of our performance speak for itself over time.