|
Vietnam Asset Management (VAM) is a fund management company founded in 2006 by John Lyn (Executive Chairman), Nguyễn Xuân Minh (Chief Executive Officer/Chief Investment Officer)〔(Summary of Nguyễn Xuân Minh )〕 and Nguyen Hoai Thu (Investment Director/Head of Research).〔(Summary of Nguyễn Hoài Thu )〕 They are currently key managers of VAM. VAM is domiciled in the British Virgin Islands, the United Kingdom as a limited liability company. VAM has a liaison office in Singapore and a representative office in Ho Chi Minh City, Vietnam. VAM is a company that primarily engages in public and private equity investment and advisory services in Vietnam. VAM manages Vietnam equity dedicated closed-end funds, open-end Vietnam equity funds, and unit trusts which are offered to investors, both institutional and individual, in Europe, Dubai, Japan, Singapore, Malaysia, etc. In addition, VAM also provides financial advisory services to Vietnamese enterprises and investment advisory services to global investors who want to invest in Vietnam equity market. In September 2007, UOB-Kay Hian and Dubai Investment Group, a Dubai Holding company, bought strategic stakes in VAM and appointed their Senior Executives to sit in VAM's Board of Directors. Concurrently, they invested into one of VAM's closed-end funds.〔(Tập Đoàn Đầu Tư Dubai Và Công ty Chứng khoán UOB Kay Hian TrởThành Cổ Đông Chiến Lược của Vietnam Asset Management Ltd. )〕〔(Reuters, Fri Nov 16, 2007 - Vietnam's VAM may list fund in London )〕 In 2008 and 2009, VAM launched in cooperation with HLG Asset Management of Malaysia, a Hong Leong Group company, two Vietnam equity dedicated open-end unit trusts, the Hong Leong Vietnam Fund〔( Chiến dịch "Đầu tư vào Việt Nam" )〕 and the Hong Leong Vietnam Strategic Fund,〔(VAM mở quỹ gọi vốn đầu tư vào chứng khoán Việt Nam )〕 for Malaysian investors. In 2008, VAM was the first Vietnam fund manager to launch a Vietnam Index Linked Fund, which it distributes in cooperation with H.S. Securities of Japan. ==Investment strategy and process== Vietnam Asset Management (VAM) is a bottom-up fund manager and mainly uses fundamental analysis for their investments. They follow a thorough investment process consisting of qualitative assessments and quantitative valuations based on their in-house methodology and models. Qualitatively, they place emphasis on quality of management. They look at the business model of the company, the industry dynamics and all other aspects surrounding its operations.Their market research aims to identify Vietnamese companies that are experiencing or benefiting from structural improvements in the economy, industry as well as at a company specific level. They also talk to investee companies' stakeholders to cross-check information to better create a complete picture on investee companies' performance and sustainability. On the quantitative side, they analyze their investment ideas thoroughly using their in-house financial model and various valuation techniques. 抄文引用元・出典: フリー百科事典『 ウィキペディア(Wikipedia)』 ■ウィキペディアで「Vietnam Asset Management」の詳細全文を読む スポンサード リンク
|