Thu Hoai Nguyen

VCIM is a long-term, active investor who take significant minority stakes in leading private companies in Vietnam. The firm manages VOF which provides investors with access to the Vietnamese market across a range of industry sectors and asset classes, including but not limited to listed and unlisted equity, private equity, operating assets and real estate projects. Investments are selected to target growth on the basis of the best risk-adjusted rates of return. VOF aims to achieve medium to long-term returns through investment in assets either in Vietnam or in companies with a substantial majority of their assets, operations, revenues or income in, or derived from, Vietnam.

VinaWealth aims to produce superior returns for investors by using our extensive knowledge, networks, and creativity to identify and capitalize on the many opportunities emerging in Vietnam. The firm covers the full range of traditional and alternative asset classes including listed equity, private equity, venture capital, fixed income, and real estate.

VAM Vietnam is an active manager which uses a value-based, bottom-up investment style. The firm looks for companies with highest total return potential in the middle- to long-term by making a thorough market analysis and strict process of assessing and evaluating them both quantitative and qualitatively.

BIS is an active, growth-oriented investment manager focused on minimizing volatility while maximizing returns. The firm shares BIAM's investment philosophy which emphasizes long-term investing, bottom-up stock-picking and cash flow analysis. Their investment process is based on fundamental research which entails company visits and extensive use of outsourced industrial expertise from non-financial analysts. BIS manages focused portfolios invested in Asian equity and debt, with the bulk of their assets invested in Japan, China, India and Thailand. Portfolios invested in Japan are managed from the Copenhagen office. The firm's equity investments favor high-growth companies with strong cash flow, growth potential within their sector and solid business models. Their fixed-income investments favor corporate bonds across market caps and emerging sovereign debt, and are based on in-depth analysis of trends at the country, sector and company level. The firm invests in locally-denominated corporate debt and actively manages currency risk.

UOBAM Vietnam is an active manager that seeks to identify high performing businesses that enable them to deliver superior and consistent long-term performance. The firm utilizes a bottom-up fundamental analysis supplemented by top-down macro research. They look to invest in high growth sectors and companies that have a sound balance sheet, strong free cash flow and attractive valuation, professional and visionary management with good corporate governance practice. UOBAM Vietnam also actively invest in a concentrated portfolio with a high-conviction style. They normally hold 40-50 stocks, and the portfolio is not constrained by the benchmark and thus would create high alpha.