Kingsmead Asset Management currently manages two funds - the Kingsmead Vietnam and Indochina Growth Fund (KVIGF) AND THE KINGSMEAD MEKONG STRATEGIC OPPORTUNITIES FUND (KMSOF).
The Kingsmead Vietnam and Indochina Growth Fund aims to provide superior return for investors by utilising our experience and knowledge to identify the key trends and opportunities that emerge as Vietnam continues to develop its economy. Specifically, the fund focuses on opportunities outside the index heavy-weights in key sectors benefiting from macro trends that generate earnings growth but at a reasonable price (GARP), in particular, those which are under-followed and under-researched.
The Kingsmead Mekong Strategic Opportunities Fund is a multi-strategy fund which utilizes listed equities, PIPES (strategic stakes) and pre-IPOs to invest in the growth opportunities in the Mekong Region, which comprises Thailand & CLMV (Cambodia, Laos, Myanmar & Vietnam). The Fund will employ a bottom-up approach with a concentration bias towards large capitalization stocks, particularly those which are undervalued and underappreciated.