It's fortunate for us to have such an exciting beginning, since the investment populace does tend to direct money to the top-performing funds. While it would be unrealistic to expect stock appreciation to continue at this incredible rate, we think there will be above-average returns over the next 10 years.

The companies we invest in typically were started by Hong Kong entrepreneurs moving back to mainland China and they often have a significant ownership position. Since transparency in China leaves something to be desired, we feel a little more comfortable when we see that management has its own skin in the game along with us.

We've said from the beginning whatever people are willing to contribute is fine with us.

Japanese investors have just started kicking in offshore investment at the beginning of the new fiscal year. They will do so more and more from now on, weighing down the yen.

Carbon saving can be a way of making money and increasing returns on investment. It makes economic opportunities of a climate-friendly energy policy real and tangible.

Pitch counts have gotten into everybody's brain. Guys make so much money now. You want to protect your investment. You don't want to abuse your pitchers.