As investors, they consistently observed remarkable inefficiencies across ASEAN equity markets. Asean-IM’s mission is to deliver consistently exceptional returns by continuously seeking out deep value entry points in the Asian region using a disciplined and repeatable investment process in our areas of specialist expertise.
Deep Value is often thematic – it is often concentrated in a particular market segment or geography that is currently out of favor.
This is reason number two
Deep Value takes advantage of market inefficiencies –common contributors to this imbalance come from information flow or market biases focused on liquidity and size parameters.
This is reason number three
Deep Value investments tend to focus on distressed pricing and can be the equivalent of investing at less than 20 cents on the dollar – our favorite examples include undervalued markets combined with over-depreciated currencies.
The strength of our business lies in the expertise of our people. Our Management Team comprises not just experience, but seasons entrepreneurs in their own right.
March 2016, Citywire Asia (Print): ”Good Morning Vietnam”
A contributed article by David Roes of Asean Investment Management features in the print version of Citywire Asia.
February 2016, Modern Investor (Print): ”Good Morning Vietnam”
The article profiles Vietnam as an investment destination.
February 2016, Fund Selector Asia (Web): “A strong bet on Vietnam’s quiet progress”
The article profiles the logic behind Asean Investment Management’s “deep value” investment strategy in Vietnam. David Roes, co-founder of the boutique firm, explains why Vietnam presents an excellent investment opportunity, citing the good performance of the country over the past four years as evidence of its potential.
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