North Oakridge Capital manages a USD fund through our licensed corporation in Hong Kong, aiming to achieve capital appreciation over a medium to long-term investment horizon.
Our fund is China-focused, fundamental-driven, and long-biased focusing on technology, consumer, healthcare, and carbon-neutral related sectors.
We seek to generate exceptional alpha by betting on non-consensus opportunities with asymmetrical return/risk profiles. Our expertise lies in skillful stock picking for small to medium-sized companies in China.
Our investment decisions are grounded in a robust fundamental-driven approach, originating from innovative ideas, proprietary due diligence, and rigorous analysis.
Our investment philosophy emphasizes long-term perspective, contrarian view, margin of safety, and creativity.
We are China experts with extensive experience in management consulting, VC/PE, entrepreneurship, and asset management.
Eric is the Founder and Chief Investment Officer of North Oakridge Capital. Before establishing North Oakridge Capital in 2014, Eric worked in China’s VC/PE industry for 8 years. He was a Principal at SAIF Partners, a leading Asia growth capital from 2005 to 2010, and later a Managing Director with CAIIF, an RMB PE fund until 2013. Eric led many successful deals to IPOs in the technology, consumer, manufacturing, and healthcare sectors. Prior to SAIF, he worked as a management consultant with A.T. Kearney and BCG for 5 years.
Eric holds a B.A. in Economics from Peking University and an MBA from Harvard Business School. He has been a CFA since 2006.
Michael Zhang is the Chief Executive Officer of North Oakridge Capital Limited. Michael previously worked at several multinational companies in Strategy/Marketing &Sales, including Dow Chemicals and FHP. He was also with McKinsey and SMC as a strategy consultant. Before joining NOC, he has been CEO/COO with several successful start-ups for 12 years, including i-Zone, a leading Apple Premium Reseller with dozens of high-end retail outlets in China.
Michael holds a B.E. in Management Information Systems from Tsinghua University and an MBA from Harvard Business School.
1 Sunning Road, Causeway Bay
Hong Kong
No. 5 Shuguang Xili, Chao Yang District
Beijing 100028, China
