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Tencent

Discussed in 2 interviews.

Interviews

• Fall 2021 Ben Preston Orbis Interview, p. 34 ↗

  Orbis launched its global fund in 1990 with zero in Japan, at the top of the bubble. Ben explains the contrarian habit and the case for NetEase and Tencent in China.

  Companies: NetEase, Tencent InternationalAsia
• Winter 2019 Jeff Mueller & Damon Ficklin Polen Capital Interview, p. 1 ↗, continues p. 17

  The PMs of Polen's concentrated global growth fund on their guardrails, managing risk through quality, the changing Chinese consumer, and Tencent, Alibaba, Adobe, Starbucks and Align.

  Companies: Tencent, Alibaba, Adobe, Starbucks, Align Technology Quality compoundersGrowth investingInternationalAsia