Insights
Insights
Market commentary and investment theses from the family Investment Committee.
Fund Architecture
Why a family needs the three-horizon ladder
11 Sept 2026
Most family investing mistakes come from mixing long-term money with short-term money. The three-horizon ladder separates them and sets rules for how capital moves.
Read more →Digital AssetsCrypto in Vietnam after Resolution 05: what to hold, where to trade
11 Sept 2026
The new legal framework changes how a family should hold and trade digital assets, and why the core must be separated from the trading book.
Read more →Precious MetalsGold after Decree 232: disciplined buying as the premium narrows
11 Sept 2026
Ending the gold-bar monopoly may compress the domestic premium. Our accumulation ladder is built to exploit exactly that.
Read more →Private EquityThe SME succession wave: an opening for patient family capital
11 Sept 2026
Hundreds of thousands of first-generation Vietnamese small businesses are reaching succession age. Buying at fair prices and operating well can deliver cash yields far above listed assets.
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