"In Taiwan, it's semiconductors going to the world. In Japan, electronics used to be prevalent. In Israel, it's cybersecurity... In Indonesia, we need to find more gold in aquaculture shrimp [farming]," Chan said.
"I think winning in Southeast Asia [requires] a small fund size and significant ownership... the market is currently dominated by many peers with $200 million or $300 million funds, but with ownership targets of only 10% to 15%," he said.
"Many of the funds in the market are Indonesia-focused, but we make the distinction that we're Indonesia only. 100% of our fund's investment is in Indonesia," said Patrick Yip.
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