Strategic Year Holdings deliberately avoids high-profile deals and managers, preferring to be amongst the first investors in young companies before famous institutions discover them, a strategy built on 26 years of contrarian investing across Asia.
Alternatives
Private credit managers across Asia-Pacific report strong demand from mid-market corporates and sponsors seeking bespoke solutions. Investors, meanwhile, are becoming more selective, favouring structured protection and asset-backed stability over pure yield.
Singapore-based Two Trees Capital sees renewed IPO momentum and growing institutional interest reshaping late-stage tech valuations.
With GP-led deals gaining traction and LPs seeking exits amid macroeconomic headwinds, Asia’s evolving landscape is reshaping how capital moves across the region.
Samruk-Kazyna is establishing sharia-compliant investment vehicles and sukuk programmes to capture flows from Gulf investors, while positioning Kazakhstan as Central Asia's Islamic finance gateway.
The Queensland fund's move to near-total ownership of wind platform Tilt Renewables alongside new solar partnerships demonstrates Australia's growing appeal as a stable destination for Asian institutional investors seeking renewable energy exposure.
The Singapore-based group is building its approach by leveraging on the city-state's Variable Capital Company (VCC) structure.
Facing tightening credit spreads and thin equity premiums, asset owners are cautiously embracing ILS for their higher yields and diversification benefits, but allocations remain modest.
Samruk-Kazyna has pioneered a partnership model that gives international investors operational control while sharing 30-35% of equity risk across infrastructure and industrial projects.
With petroleum inflows nearing zero, Timor-Leste’s $18.7bn fund pivots to investment returns and regional diversification to sustain its future.
The insurer, which identified significant potential in the region's less mature but rapidly developing market, is constructing a local portfolio tailored to its balance sheet needs.
As gains concentrate in tech titans, investors weigh momentum against mounting valuation risks.
