Rob Vinall, fund manager at RV Capital, is increasing his positions in Chinese stocks, adopting an approach inspired by Warren Buffett. Low valuations and founder-led management are the main criteria driving his investment decisions. This strategy comes as many Western investors are pulling back from the Chinese market. Vinall bets on founders’ ability to steer their companies over the long term, a model he compares to Berkshire Hathaway’s philosophy.
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