Headwater Capital (Paul Wu)

Background

Paul Wu has been one of the most-followed value-investing personalities on the Chinese investor-social platform Xueqiu for over a decade, writing extensively on Buffett-style long-term equity research. Qingyuan Capital is the offshore vehicle he runs out of Hong Kong; it began filing 13F-HR only recently as it crossed the SEC reporting threshold. Concentrated, low-turnover, value-quality-tilted book.

Key People

• Paul Wu Founder / PM

  High-profile value investor on Xueqiu (Snowball); Buffett-style long-horizon orientation.

Track Record / Style

Limited 13F history because the U.S. filings only started recently — useful as an early-stage read on a public Chinese value PM's foreign-listed equity book. Compare against Himalaya (Li Lu), HHLR (Zhang Lei), H&H (Duan Yongping) for the broader China value-investor cohort.