INVESTMENT THEMES

The New Filipino Consumer

Our thesis on the “New Filipino Consumer” is grounded in a simple premise: as household consumption drives over 70% of Philippine GDP, understanding what Filipinos value and aspire for, what they are spending on, and how technology is transforming shopping behavior is essential to building meaningful companies. This video highlights how our consumer founders are translating such insights into products that meet real needs in health, housing, and everyday living today.

Hear from our partners Ray Alimurung and Paulo Campos, as well as founders Jessica de Mesa-Lim of Kindred Health Inc., Kiyanusch Braun of GoRocky, Carlos Muñoz of SunFund, Crystal Gonzalez of NoneAway, Jodie Zeng of ecora, Ana Pelayo of Mobee Cars, and Alexander Friedhoff of Etaily.