Track Record
A proven history across investing, platform development,
and strategic advisory
Since 2007, SAM has built a strong track record across public and private markets in Vietnam and Southeast Asia. The firm has completed more than 65 investments and developed experience across multiple sectors, market cycles, and cross-border transactions.
Overview
Built over nearly two decades in Vietnam and the region
SAM’s track record reflects a long-term commitment to identifying and scaling opportunities in Vietnam and Southeast Asia. Since its founding in 2007, the firm has invested across listed equities, private companies, and strategic sector platforms, while also advising companies on capital raising, partnerships, and international expansion.
Today, SAM’s experience spans three complementary business engines: Fund Management, Platform Operator / Investor, and Strategic Capital Advisory.
Key Highlights
2007
Founded
65+
Investments
33%–481%
Top IRRs
Public & Private
Markets
Fund Performance
Track record across public and private market investments, including flagship funds that have outperformed relevant peer funds and market benchmarks.
Platform Portfolio
Experience building and developing companies and investment platforms in strategic sectors such as critical minerals, AI infrastructure, robotics, and digital platforms.
Strategic Advisory Experience
Advising companies on capital raising, cross-border partnerships, and international expansion, connecting them with global investors and strategic partners.
Fund Performance Overview
SAM’s fund management activities span listed equities and private investments, with strategies aligned to Vietnam’s economic development and long-term sector growth.
Today, the firm continues to focus on strategic sectors driven by global demand, supply-chain realignment, and geopolitical shifts across Southeast Asia.
Key Highlights
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65+ investments across public and private markets
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Two flagship funds outperforming relevant indices and peer funds
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44 + 21 investment transactions across core strategies
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Top investment IRRs ranging from 33% to 481%
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Experience across multiple market cycles since 2007
Flagship Funds
1
Vietnam Equity Fund
(VEH)
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Broad sector investment strategy across listed equities and private companies.
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Outperformed peer funds and benchmark indices
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44 investment transactions
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Top investments generated IRRs ranging from 33% to 481%
2
Vietnam Property Fund
(VPH)
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Focused on real estate, industrial parks, and construction materials.
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Outperformed the Vietnam real estate index
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21 investment transactions
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Merged with VEH in 2017
Investment Transactions
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Since 2007, SAM has invested in over 65 companies and projects in Vietnam
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Targeted industries include technology, industrial, pharmaceutical, consumer, healthcare, and real estate
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The top 10 investments generated IRRs from 33% to 481%
Historical Fund Experience
The Management team of SAM has a long history of participation in venture and growth investment platforms linked to Vietnam’s development.
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Osprey Ventures, LP – U.S. venture capital fund
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IDG Ventures Vietnam – Vietnam-focused venture capital fund
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DFJ VinaCapital – Vietnam venture capital fund
Current Strategy
Vietnam Access Fund (VAF) (Proposed)
SAM is developing a new investment strategy focused on strategic sectors aligned with long-term structural growth:
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Technology
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Education
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Healthcare
This strategy reflects SAM’s continued evolution toward sector-focused investing driven by global demand and regional transformation.
Platform Portfolio Overview
Through its Platform Operator / Investor model, SAM participates earlier in the value creation cycle by helping build and scale businesses in strategic sectors. This approach complements the firm’s fund management and strategic advisory activities, while creating access to more proprietary opportunities.
Rather than acting only as a financial investor, SAM contributes strategic capital, sector insight, operating support, and cross-border relationships to help companies grow with stronger alignment and long-term value creation.
Key Highlights
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Platform development across strategic sectors
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Early participation in value creation
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Strategic capital combined with operating support
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Access to global investors, partners, and networks
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Focus on scalable platforms with long-term structural relevance
Current Portfolio
1
Critical minerals platform focused on rare earth and strategic mineral resources in Vietnam and Laos.
2
Katalyst
AI data center campus development in Vietnam in partnership with major telecommunications and power infrastructure providers.
3
Arobotix
Revolutionize the construction industry with advanced automated construction robotics technology for the US construction industries.
4
Sandhill Education
Combines practical business education with a scalable tech platform—integrating AI interfaces, LMS, and mass distributio
5
Blade Runner
AI digital human platform creating authentic digital twins capable of memory, reasoning, and human interaction.
SAM’s Role
Across its platform portfolio, SAM contributes more than capital. The firm’s role may include:
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Strategic capital investment
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Sector expertise and strategic guidance
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Operating support and local execution
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Access to global investors and strategic partners
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Cross-border relationship building
This model allows SAM to work more closely with founders, operators, and industry leaders while supporting growth from an earlier stage.
Value Creation Approach
SAM’s platform model is designed to create value through a combination of investment alignment, operational support, and strategic access.
1. Earlier Access
Participating before opportunities reach the broader market.
2. Deeper Alignment
Working alongside founders and operators with shared long-term incentives.
3. Scalable Platforms
Focusing on businesses and platforms with the potential for durable growth.
4. Strategic Exit Pathways
Building companies in ways that can support future institutional capital, strategic partnerships, or broader market access.
Advisory Experience Overview
SAM’s advisory capability goes beyond traditional financial advisory.
Leveraging its cross-border investment platform and international network, SAM is actively involved in shaping strategy, structuring transactions, and supporting execution, rather than simply introducing counterparties.
By combining deep local market knowledge with global relationships, SAM helps companies access opportunities that are often not available through purely domestic channels.
Core strength
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Access to Institutional and Strategic Capital
SAM connects companies with high-quality global capital, including institutional investors, development finance institutions (DFIs), and strategic corporate partners — not just funding, but long-term capital aligned with growth.
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Strategic Partnership Development
SAM helps companies build partnerships with global technology providers, operators, and corporates, enabling access to capabilities that accelerate growth and strengthen competitive positioning.
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Deep Local Market Access
With long-standing relationships across Vietnam’s business and regulatory landscape, SAM helps reduce execution risk and bridge gaps between international partners and local realities.
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Cross-Border Transaction Execution
SAM has experience supporting complex cross-border transactions, from initial evaluation and partner selection through structuring, negotiation, and implementation.
Selected Experience
SAM has supported transactions and partnerships involving:
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Development finance institutions (DFIs)
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Global technology companies
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Regional corporates and strategic investors
These engagements reflect SAM’s role as a bridge between Southeast Asian opportunities and global capital, technology, and market access.
Advisory Scope
Capital Raising
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Access to institutional and strategic investors
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Support in structuring transactions and preparing investment materials
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Negotiation and execution support
Strategic Partnerships
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Identifying and engaging global technology and corporate partners
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Structuring long-term collaboration frameworks
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Aligning strategic objectives across stakeholders
International Expansion
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Supporting market entry strategies
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Connecting companies with global networks
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Enabling access to international growth opportunities
SAM's Approach
SAM’s advisory approach is differentiated by its level of involvement.
Rather than acting as a passive intermediary, SAM focuses on:
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Selecting the right strategic partners
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Structuring transactions for long-term alignment
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Supporting execution through closing and beyond
This approach improves the likelihood of successful outcomes and creates more durable value for all parties involved.
Why This Matters
In strategic sectors, capital alone is not sufficient.
Companies need:
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the right partners
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access to technology
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global market connectivity
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and execution capability
SAM brings these elements together, enabling companies to scale more effectively and position themselves for long-term growth.