We follow a thorough investment process comprising a comprehensive qualitative assessment and quantitative valuations based on our in-house methodology and models.

A company will appear attractive to VAM (Vietnam) if it:

  • -  is growing its share in a growing market (also known as a "structural winner");
  • -  has strong and progressive management;
  • -  is cash generative; and/or
  • -  has undiscovered valuable assets which are offered at a deep discount to the replacement values.
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  • Analysts at VAM generally follow these steps of the investment process:
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