Strategies

Actionable Strategies

The complete list of approved, pilot and planned strategies across both divisions.

Filter by division
Filter by horizon
14 strategies
Public EquitiesLong-term

Vietnam Quality Compounders

11 Sept 2026

Hold 10–15 sector leaders with durable ROE, steady dividends and transparent management through multiple market cycles.

ActiveView strategy →
Public EquitiesMedium-term

Cyclical Sector Rotation

11 Sept 2026

Overweight sectors entering the favourable phase of the cycle (rates, credit, public investment, exports) and cut back as that phase passes.

ActiveView strategy →
Public EquitiesShort-term

Disciplined Trend Trading

11 Sept 2026

Daily/weekly trend trades with mechanical rules, volatility-based sizing and a hard monthly loss limit.

PilotView strategy →
Digital Assets (Crypto)Long-term

BTC/ETH Core Accumulation

11 Sept 2026

Periodic purchases of BTC and ETH, multisig cold storage, held for at least two halving cycles.

ActiveView strategy →
Digital Assets (Crypto)Medium-term

Halving-Cycle Positioning

11 Sept 2026

Scale crypto exposure up in the 12–18 months after a halving and scale down as on-chain indicators signal a cycle top.

ActiveView strategy →
Digital Assets (Crypto)Short-term

Crypto Spot Trend Trading

11 Sept 2026

A small spot-only trading book with mechanical rules; no small-cap altcoins held over weekends.

PilotView strategy →
Precious MetalsLong-term

Physical Gold Accumulation Ladder

11 Sept 2026

Buy gold rings/bars on a schedule, add when the domestic–world premium narrows, store securely with insurance.

ActiveView strategy →
Precious MetalsMedium-term

Silver Gold/Silver-Ratio Trade

11 Sept 2026

Buy physical silver when the gold/silver ratio is abnormally high, sell part when it reverts to its long-run mean.

PilotView strategy →
Private EquityLong-term

Cash-Flow SME Buyouts

11 Sept 2026

Acquire control of profitable small businesses whose owners want to transition, in sectors where the family has expertise; hold and operate for the long run.

PilotView strategy →
Private EquityMedium-term

Growth Stakes with Governance Rights

11 Sept 2026

Take 20–49% of fast-growing companies with a board seat and veto rights; buy up or exit within 3–5 years.

PlannedView strategy →
Venture CapitalMedium-term

Vietnam Early-Stage Portfolio

11 Sept 2026

10–20 small tickets into pre-seed to Series A startups, always alongside a reputable lead, with pro-rata rights for the winners.

PlannedView strategy →
Family TreasuryShort-term

Family Reserve & Deposit Ladder

11 Sept 2026

Keep 6–9 months of living costs in rolling deposits at ≥ 3 banks with staggered maturities so cash is always available within a week.

ActiveView strategy →
Tax AdvisoryLong-term

Tax-Aware Ownership Structure

11 Sept 2026

Decide whether each asset class sits with an individual, the family holding company or a pension vehicle based on tax rates, reliefs and transferability.

ActiveView strategy →
Pension & RetirementLong-term

Three-Layer Retirement

11 Sept 2026

Combine social insurance, tax-advantaged supplementary pension and an in-house retirement portfolio so each member replaces ≥ 70% of spending in retirement.

ActiveView strategy →