I. Investment Philosophy

 

- We are Active Managers, focusing on Bottom-Up fundamental analysis supplemented by Top-Down macro research to deliver consistent outperformance.

 

- We focus on Quality companies integrated with internal ESG screening whilst exploiting pricing inefficiency in the markets to produce sustainable long-term performance.

 

- The application of Investment Technology by combining “Man & Machine” in our investment process captures alpha opportunity in a systematic manner.

 

- We also adopt a disciplined risk management approach to portfolio management in order to achieve superior risk-adjusted performance.

 

 

II. Investment Capability

Local expertise combined with international experience

 

- Team has been focusing solely in Vietnam stock market in more than 12 years.

 

- Team members are investment veterans in Vietnam with deep knowledge about the market and first-hand experience.

 

- Team has managed several offshore funds and mandates investing in Vietnam market for foreign institutional investors over the last decade.

 

Solid in-house capabilities

 

      
- Team members possess strong professional qualifications (CFA, Master degree, Fund Management License by SSC).   

 

- Team is supported by in-house comprohensive company analysis, portfolio management, trade and report system.

 

- Team applies in-house proven investment models.
            
- Team has built and maintained a big database of more than 110 Vietnamese listed companies, representing more than 90% of total market capitalization, in the company’s in-house system with frequent update.

 

                       

 

 

Follow UOBAM Group’s best-in-class standards and practice

 

Apply the Group’s standards and practice in managing funds and mandates:

 

- System-based investment risk management

             

- Strict trade execution procedure

 

- Internal compliance requirements

 

Apply automation in data collecting to enhance productivity.