The investment process is a creative process. The better investors are those people who allow themselves a degree of lateral thinking, thinking outside the box, thinking creatively.

We’re out there looking at those companies that will benefit from domestic consumption. What we’re looking for are opportunities that will arise as we see the emergence of a middle class in China, the expansion...

As a good investor, you have to be drawing on all manner of life experiences. It’s not simply about looking and analyzing balance sheets.