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).

Has in-house comprehensive company analysis, portfolio management, trade and report system.

Has 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.