Impact investing comes in different forms and sizes.
When Hong Kong was divided in 2019, my wife and I made the difficult decision to take our 4 children abroad for the summer. We thought that leaving town would bring us peace, but one night, my 3-year-old daughter came to me in tears, wanting to go home. I asked her, “Where is home?” She looked at me and replied, “Hong Kong.” In that moment, something inside me broke, and I burst into tears. Her answer struck me deeply. After all, a house is not a home—and home, for us, is #HongKong.
My priority as an investor has always been to seek profitable and undervalued opportunities. With a calling to make a meaningful impact on our city, however, I began searching for one that could serve as a catalyst for positive change. One day, the stock price of TVB (Television Broadcasts Limited) flashed across my screen, and instantly I knew I had found the company with the potential to transform Hong Kong, bringing back hope, pride, and a sense of connection to the city.
Battered by internal and external challenges, TVB was at a crossroads. If the company could overcome these obstacles and turn itself around, not only would it be profitable, but it would bring laughter back into our community. Strategically, TVB could position itself as a bridge to connect Hong Kong with mainland China—particularly the Greater Bay Area—while also extending its reach to Southeast Asia, North America and Europe. Through our local artistes, they could serve as our frontline sales force, promoting Hong Kong Inc.
I shared my idea with many local stakeholders. In the months that followed, investors from all walks of life came together and joined forces to co-invest with us. What touched me the most, though, was the support I received from my competitors—fellow fund managers who, after listening to my vision, not only invested with us but also extended the opportunity to their clients. Their generosity and belief in my mission moved me deeply, reminding me of the incredible power of collaboration and shared purpose.
From vision to implementation, we have grown to become one of the top shareholders of the company. With a friendly and constructive approach, we have connected the company to new clients and fostered meaningful partnerships. In April 2023, we were proud to sign an agreement with the company to serve as its strategic advisor. After months of hard work, the company anticipates posting encouraging results in 2024 and showing positive trends in 2025.
TVB celebrated its 57th birthday last week. Over 300 artistes performed on stage, spreading joy to more than 6 million viewers across the Greater Bay Area. What touched me the most wasn’t just the program content—it was the unwavering energy and dedication of the artistes. Their can-do spirit was sincerely showcased, reminding us all that they are not only chasing their dreams, but also inspiring us to bring out our best as we represent our home. Thank you, #TVB!
