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Our Firm

Strategic Vision Investment (“SVI”) is a Hong Kong-based long-term investment management firm. We focus on deep-dive fundamental research and specialize in Megatrend investing in Greater China equities with local presence across Hong Kong and Mainland China.

We currently offer two strategies: a Long/Short equity strategy and a Long-Only equity strategy.

At SVI, we leverage our on-the-ground presence to conduct rigorous proprietary research. We seek to invest in high-quality companies benefiting from identified structural mega-trends in Greater China that we believe can re-define the future and generate significant value creation over the next few decades.

We employ a long-term, fundamental approach rooted in deep-dive company research with a stringent set of investment criteria. Through this, we aim to construct a high-conviction and high-quality portfolio of future mega-trend beneficiaries with the potential to achieve significant upside potential over a long-term horizon.

We believe our long-term horizon, forward-looking vision and focused approach enable us to see through short-term noises and gain an earlier and deeper understanding over consensus. 

In our Long/Short strategy, we aim to balance the long book with a robust short book via effective portfolio protection mechanisms that allow us to navigate market volatility and better hold onto our structural longs. Our portfolio construction aims to expand portfolio returns while mitigating significant market downside risks.

SVI was previously known as BosValen Asset Management (BVAM) and founded by Ken Xu in 2014. To better reflect the nature of our investment philosophy, we re-branded to SVI in 2020, highlighting our key strengths: a strategic vision to identifying attractive investment opportunities for the long-term.


Ken Xu - Chief Investment Officer

Ken has over 23 years of investment management and analysis experience specializing in Asian equity markets.

Before SVI, Ken was Managing Director and Portfolio Manager at Point 72 / SAC Capital from February 2011 to May 2014. 

Prior to S.A.C Capital Ken was a Managing Director and Co-head of Greater China at Och-Ziff Asia where he worked from October 2006 to October 2010.
From 2004 to 2006 he worked for Goldman Sachs (Asia) as a member of the Asian Special Situations Group (ASSG) and the Global Investment Research Department.

Prior to Goldman Sachs, Ken worked in PricewaterhouseCoopers (Arthur Andersen) in the corporate finance division performing advisory services in Shanghai from 2001 to 2004.

Ken was born and educated in China graduating with a Bachelor of Management in Computerized Accounting from the Shanghai University of Finance and Economics in 2001.

Ken has been a resident of Hong Kong since 2004.

David Guo - President & Portfolio Strategist

David has over 11 years of experience in the investment management industry.


Prior to joining SVI, David was an Executive Director on the Goldman Sachs Asset Management (GSAM) Fundamental Equity Client Portfolio Management team in Hong Kong. In that role, David led the overall business strategy & development, fundraising and client servicing efforts for the GSAM Fundamental Equity franchise across the Asia-Pacific ex-Japan region.

David served as an investment expert and proxy for PMs across the full suite of GSAM Fundamental Equity strategies to regional clients spanning institutions, clients, intermediaries, private wealth and retail investors. David was also the lead product specialist for GSAM’s Greater China, Asia ex-Japan and Liquid Real Asset equity strategies across a diverse global client base.

David led global business development initiatives by launching new funds to meet client demands, penetrating new distribution markets and driving broader fundraising campaigns across various products and distribution channels. He also provided thought leadership by authoring whitepapers and market updates focused on Greater China, Asia ex-Japan and Liquid Real Assets. David also serviced existing investors by providing regular portfolio reviews and responding to ad-hoc inquiries, in addition to representing GSAM in various external media outlets and at investor conferences.

David received his Bachelor of Science degree from Cornell University.

David has been a resident of Hong Kong since 2012.


Join Us

We are always in search of exceptional talent to help grow our firm and enhance our capabilities.

Please reach out to us if you are interested to learn more about what exciting opportunities are available.

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Contact Us

To learn more, please reach out to us below:



General Matters:

Investor Relations:

Office Address:

Strategic Vision Investment Limited

Unit 1408B, Level 14,

Two Exchange Square, 

8 Connaught Place, Central, Hong Kong

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