Hitching to China's Engine

Q: How do you measure a company for the fund? Does it have to get a certain amount of sales from China?

A: We don't have a specific percentage of sales that a company has to get from China, but in principle they have to be deriving some strategic benefit from China. An interesting example is UCBH Holdings (UCBH ). It's based in San Francisco. They don't technically have many revenues in China at all, but they're a facilitator for Asia-U.S. business.

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