Portfolio
Value That Survives Cycles. Vision That Crosses Borders.
My approach is rooted in multi-stage investing: I see beyond today’s metrics and look for value that will matter in years from now. I invest in models with replicability across geographies and time, in leaders who build for the long term; not mere earnings for the quarter.
In this portfolio, you’ll find ventures that embody sustainability, adaptability, and transformative potential — those few ideas that I believe will not only endure but shape the next decade.
Hedge Fund
GP & CIO, aassio funds | 2021 – present
Our hedge fund has consistently demonstrated the ability to generate exceptional returns through disciplined value investing and global market insight.
These results reflect more than short-term gains. They illustrate a systematic investment process built on rigorous fundamental research, asymmetric risk-reward positioning, and active portfolio discipline. By combining deep value analysis with Time Machine Strategy, I have delivered performance that is both repeatable and uncorrelated to traditional benchmarks.
My focus remains on preserving capital while compounding it at superior rates over time—ensuring that extraordinary results are not anomalies, but the natural outcome of the investment philosophy.
Patience
Over Action
As shown in the live performance chart, outsized returns are rarely immediate. In this instance, more than 10 months of disciplined positioning preceded the portfolio’s surge in realized gains (see left).
Concentrated investing
Diversification preserves, concentration multiplies. One carefully chosen stock, held patiently over a year, became the catalyst. After a long wait, the moment arrived—like finally catching the fish after casting line after line—and the portfolio increased 4x fourfold within weeks (see left).
aassio group
Founding Partner & CEO, | 2010 – present
aassio group is a diversified private equity & holding company based in Singapore with roots in both Germany and China.
As a Founding Partner, I wanted to design a business model that would create opportunities and support entrepreneurial endeavors — from startups to established businesses.
Funds
We offer direct investment into potential and new businesses.
Incubator
To build the framework for success, we house new brands and nurture them into the market using proven methods across multiple channels.
Management consulting
With a number of successful brands, I’m able to offer support and guidance to both nascent and novice entrepreneurs who are looking to see results, grow and expand on their investments.
Wholesale
To truly break into the market, we curated relationships with retailers who can put our brands and products in the forefront of their audience. This offers greater exposure and brand integrity.
Ozfeng 欧洲疯
Co-founder & CEO, Ozfeng (欧洲疯) | 2012 – 2017
I co-founded and served as CEO of Ozfeng (欧洲疯), a cross-border e-commerce enabler specializing in parcel forwarding and warehousing services from Germany to China.
Ozfeng became a recognized leader among Chinese overseas shoppers (海淘), providing a full suite of logistics solutions, including end-to-end warehousing, consolidation, customs handling, and forwarding services for shipments originating in Europe.
Key Highlights:
Breakout Growth
Within just two years of launch, Ozfeng rapidly scaled to over 20,000 monthly active users—spanning both consumers and business clients—driving annual revenues beyond €10 million EUR.
Strategic
value
Ozfeng offers a play on logistics arbitrage, cross-border demand growth, and service differentiation in fragmented forwarding markets. Its dual-country operations, e-commerce orientation, and route-option business model make it a representative case of how operational logistics platforms can capture structural growth in globalization and cross-border consumer trends.
Exit:
Trade sale
Ozfeng was acquired by a leading cross-boarder e-commerce company based in Germany in 2017.
Taishan Invest
Founding Team & Investment Director, | 2008 – 2012
I was one of the founding team members of Taishan Invest (aka Taishan Angel Fund), China’s first institutional angel investment fund, founded in Beijing, 2008.
The investment focused on high-growth companies at the seed stage, especially those in Internet, Mobile, Consumer, E-commerce, Social Media, and Online Portals.
Here are several venture capital investment deals I was deeply involved in:
Lashou
A definitive leader in the “group buying” craze. As one of the first and largest O2O platforms, it fundamentally reshaped local e-commerce by connecting millions of urban consumers with local services. The company’s valuation hit $1.1 billion USD in 2011.
VIPstore
An early strategic investment targeting the nascent but rapidly growing market for curated, high-value consumer goods online. The company raised over $30 million USD venture capital funds throughout its journey.
Xishiwang
Operating as a one-stop wedding planning marketplace, it connected engaged couples with a comprehensive ecosystem of vendors—from photographers and venues to bridal boutiques. This investment capitalized on the high-value, emotionally significant, and traditionally fragmented wedding market.
花生共和 (Fashion Republic)
A pioneering investment that showcased commitment to the emerging Fashion Technology and Social e-commerce landscape in China.