In Apr 2019, Huarui SmartLink completed an investment in Seoul, South Korea Battery Supply Chain Equity Portfolio through a Public Market Sector Basket transaction, with committed capital of KRW 620B. The asset is currently valued at KRW 1.65T (2025 Market Value), and has become one of the firm's key tracked opportunities within its global multi-asset allocation framework.

Rising global EV penetration created a long-duration upcycle for battery materials, equipment makers, and leading cell manufacturers. Based on its assessment of industry trends, valuation levels, and market liquidity, the team continues to deepen research coverage and post-investment monitoring around this opportunity.

The portfolio has already realized gains through multiple reductions during strong sector upcycles from 2021 to 2025, with only a small core position in leading names retained. In parallel, the investment also targets companies with strong battery recycling, cleaner production, and robust supply-chain audit standards. This remains consistent with Huarui SmartLink's investment approach centered on long-term thinking, balanced risk-adjusted returns, and sustainable value creation.