Shielding ourselves from distraction, we follow the market and are always aware of what’s going on. We combine top down macro-economic researches and bottom up company valuation to seek out undervalued investment opportunities within our market.

Our multi-managerial approach promotes diverse investment styles and ideas as well as independent decision making process. At the same time, our team get engaged in rigorous discussions and debates to check against individual biases. It, therefore, fosters strong individual autonomy and accountability as well as enables teamwork cooperation to deliver consistent and competitive risk-adjusted returns.

Understanding the weaknesses in Vietnamese companies, mainly in operational efficiency, financial reporting, company strategies, we are not sitting at our own offices to do analysis but spend much of our time on a daily basis at the target companies.

It is our job to find lucrative investments and grow them together with the founders and the management team.