At UOBAM Vietnam, we believe that with a rigorous and disciplined investment research process, we can identify high performing businesses that enable us to deliver superior and consistent long-term performance. We embrace bottom-up stock selection with focus on valuation. We look to invest in high growth sectors and companies that are beneficiaries of strong economic expansion in Vietnam backed by favorable demographics, robust domestic demand and strong foreign direct investments. Selected companies should have sound balance sheet, strong free cash flow and attractive valuation, professional & visionary management with good corporate governance practice. We also actively invest in a concentrated portfolio with high-conviction style. We normally hold 40-50 stocks and the portfolio is not constrained by the benchmark and thus would create high alpha. We hold only companies which we know well and have high conviction in.