Our conviction is that selected Thai and CLMV equities offer unique growth opportunities that can generate above-average capital appreciation for long-term investors. The entrepreneur ingenuity, geography and cultural similarities will see the Mekong region follow Thailand’s stride of the past 30 years.


Our team members come from different background but share the same single-minded pursuit of seeking unique investment opportunities that must meet our internal qualitative and quantitative criteria. Stocks selected are unlikely to be duplicated in other portfolios.