WE ARE FRIENDLY ACTIVIST
With Vietnam’s market inefficiencies, our friendly activist approach is the most effective way to tap into the country’s growth while managing risks.
We acquire significant minority stakes in undervalued, often overlooked listed companies and collaborate with boards and management to improve operations, strategy, financials, and ESG. Our concentrated portfolio holds 10–15 companies, typically with us as a top shareholder, focusing on firms with USD 100–500 million market cap. We commit for 5+ years, with clear exit paths through trade sales or the stock market.
Closely Monitor The Investment Performance
TIM closely tracks investee performance, market position, and external trends to stay ahead of risks and opportunities.
We seek for Board seats to to gain further business insights, contribute to the company's growth and ensure long-term strategic alignment
We work with management on tailored value-creation projects and rigorously assess their impact using valuation models
With strong commitment, we continually review investment decisions, adjust tactics, and seek new growth opportunities.