what compounds
About Nirvana Group
Investment Philosophy
We aim to achieve long-term and sustainable returns through investing in exceptional companies with deep competitive moats and strong growth potential.
We invest behind innovation by identifying future-defining technological shifts and owning the franchises best positioned to compound through them. We believe the current AI platform shift will reshape all major industries and be the avenue through which trillions of dollars of value will be created.
We are first principles-centric and fundamental research-driven. All ideas are formed based on rigorous bottoms-up fundamental research and top-down structural thematics identification. This allows us to build the high conviction necessary to make concentrated investments.
Experience & Expertise
We draw from our extensive experience across public equities and private equity & venture capital investing to arrive at investment decisions.
We are technology business builders and operators – we have insights on how companies are run from the inside, from product development to internal operations to sales execution. This adds a unique perspective to our fundamental research.
The team’s long-standing global operational experience across the United States, Greater China, Europe, Middle East, Japan, Korea and other regions have created deep relationships that enable the forming of differentiated global viewpoints and unique company access.
Our Strategies
Public Equities
We combine rigorous bottoms-up fundamental analysis alongside top-down structural thematic identification to form our stock selection. We develop deep domain expertise and invest in high-conviction ideas.
The portfolio is composed of structural compounders supplemented with tactical positioning around major dislocations. The strategy is total returns based and employs rigorous risk management. We are focused on public equities investments in US and Greater China / Asia.
Private Equity / Venture Capital
We back pioneers in innovative fields adjacent to our core expertise — artificial intelligence, space, agriculture, energy and others — where the founders have deep industry-specific know-how and relentless execution capabilities. We target firms with high growth potential and strong execution. We aim to collaborate closely with the management teams we back.
Alternative Investments
We hold positions in Web3 assets where the underlying technology, not the speculation, is the thesis. We additionally invest in third party fund managers across private equity and hedge funds.
Ownership in Operating Businesses
We own significant stakes in selected technology companies, where we are also deeply involved in running operations.
We approach markets as operators who happen to allocate capital, not as allocators who happen to like technology.
Featured investment profolio
Featured Investment Portfolio
Cycles change. Narratives change.
But investing must stay the same:
First Principles, and Conviction
Allen Ng
Serial Entrepreneur
Tech Thought Leader
Former PE Fund Partner
Allen is the co-founder of Everest Global, a tech holding group with the focus on AI and emerging tech. He is also an early backer and advisor / board member to over 15 global unicorns across industries (deep tech, FinTech, web3) and regions (the US, Israel, APAC), including ZOOX, Dave.com and Telegram.
Allen is a trusted global thought leader with 100k+ social media followers, a former TMT partner of a 2bn PE group, and is known for his extensive network and insights across the US, Greater China, Middle East and the rest of the world.
Ruby Cheng
Entrepreneur
Philanthropist
Ruby is the co-founder of Everest Global and a broad member of The Z Label, a venture studio backed by HKSAR. Ruby led the Product Strategy in Guru Online, Focus Media backed agency in China with 300 social media specialists. She was also an Associate Director of Glo Media, representing New York Times in China, as well as the APAC Corporate Marketing Manager of Equinix (Nasdaq: EQIX).
In her early career, Ruby was a senior specialist in a prestigious PR firm in HK, where she managed the PR for multiple renowned politicians, families and tycoons in HK.
Jackson Wei
Advisor to Everest Global
Experienced Public Equities Investor
Former TMT Investment Banker
Jackson is the Head of Investment Research and Portfolio Manager at Nirvana Group and is responsible for the Group’s public equities investments. He was previously a Senior Equity Analyst at Y Capital, a large Hong Kong single-family-office, where he helped run the public equities book, and a long/short Equity Analyst at Caravel Asset Management, an institutionalized family office. Prior to that, Jackson was in TMT investment banking at Morgan Stanley and at Ampere Partners, a financial advisory firm founded by the prior Morgan Stanley Head of APAC Technology Investment Banking and Co-Head of Global Capital Markets.
Jackson obtained his Bachelor of Science in Economics from the University of Pennsylvania Wharton School, graduating Summa Cum Laude.
Joyce Yim
Web 3 Thought Leader
Former Lawyer
Joyce is the co-CEO of Everest Global. Prior to joining Everest, Joyce worked on multiple headline IPOs and capital markets transactions at Linklaters and managed the first SPAC listing on the Hong Kong Stock Exchange. Joyce holds a BSc in Government from London School of Economics and Political Science (LSE) and a Juris Doctor degree from the University of Hong Kong.
Rebecca Leung
Entrepreuner
Culture & Consumer
Author
With over a decade of cross-border experience across Asia and the U.S., Rebecca specializes in bridging technology and culture to drive consumer-driven innovation. She is passionate about building ecosystems, fostering connections, and developing ventures that empower the next generation while shaping the future of consumer engagement.
As the Co-founder of Z Label, a tech-centric venture group, she focuses on the intersection of emerging technologies and Gen Z consumer trends. Previously, she led digital transformation at Media Asia Entertainment Group and was a founding member of KKday, driving its market expansion. A strong advocate for female founders, she has authored a book and contributed thought leadership columns to Asian media outlets.