INVESTMENT
MANDATE

VOI selects investments based on a set of principals outlined in the investment mandate.

Focused Asset Class

Private equity investments.

Focused Geography

Predominantly Vietnam, Laos, Cambodia and Myanmar.

Focused Industries

Industries essential to economic growth, such as infrastructure, consumers, agriculture, logistics, etc.

Investment Targets

Private companies in need of growth capital, projects that fill the gap in the industry value chain, and the privatization of State-Owned Enterprises.

Time Horizon

Long term investments.

Value Added

To add value to the investee companies via capital restructuring, technical assistance and corporate governance improvements.

FOCUSED
SECTORS

 

INDUSTRIES

RATIONALE

Consumers

  • F&B
  • Personal & household
  • Consumer services
Consumption growth due to population expansion and increase in income.

Infrastructure

  • Toll roads
  • Ports
Increasing expansion due to current poor condition of infrastructure network.

Utilities

  • Electricity
  • Water
Supply yet to meet demand.

Education

Rising demand with income growth while supply limited.

Healthcare

  • Healthcare services
  • Pharmaceuticals
Demand expansion with income growth while supply limited.

Agricultural

  • Agricultural commodities
  • Farming
  • Agricultural value chains
Competitive edge from favorable weather and land conditions. Increased global demand for food security.

Finance

  • Banking
  • Insurance
Rising middle income class fueling expansion of financial services.

Construction & Mining

  • Construction materials
  • Mining
Rising demand for infrastructure and booming of properties sector.