The right asset allocation is the most important step in our investment approach.  We believe this process contributes more than half of every investment portfolio’s success.  The other half of success is in the equities selection process, which, depending on our risk tolerance, could combine leverage and other investment products to maximize investment returns.

We believe and are confidence in our analyses and understanding of the market, both from the macro levels of Vietnam economy and various industries to the micro levels of the individual companies we choose to invest in.  We combine both “top-down” and “bottom-up” approaches in our analyses to find the right mix of equities for our client’s investment portfolio.  Dependent on market condition and investment timing, we also design hedging strategies for every portfolio to minimize risk in bad market and maximize returns in good market.

Classified as a “frontier market”, Vietnam market is often volatile but offers high rewards for long-term investors.  Unlike other matured markets, our definition of “long-term” is any investment time horizon falls between one to two year.  Of all the stocks available on the market, we only focus on the “winners”, which are those stocks with upside catalysts and contain predictable meaningful events, which produce the most upside breakout when “unlocked”.  The key component here is to be among the first investors to recognize and understand the patterns in those stocks We also believe that those “winners” had to be managed by a “trusted board of management” who put the companies’ interest beyond their own interest.  With extensive knowledge of the market and a successful investment track record of our investment management team, we believe being among the “firsts” is already given to us.