Ha Long Bay (Vietnam)

Investment Philosophy

Market Focus

  • Invest in under-valued markets while managing risk through geographical diversification
  • Target markets that lack significant foreign institution investors
    • Seek securities with low levels of institutional research coverage
    • Focus on companies not represented by frontier market indexes

Investment Approach

  • Invest in the best companies in cheap markets
  • Invest in orphan companies not owned or followed by institutional investors
  • Apply private equity discipline to the public markets; highly focused on valuation and liquidity
  • "Hunt where others do not"

Research Process

  • Focus on building on-the-ground local knowledge
  • Visit investment companies in every country in which we invest
  • Conduct local-language research and analysis
  • Value bias

Investment Process

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Documents Interim Report 2017 PFIC statement
Contact Us +44 (0)1624 692600
Galileo Fund Services Limited Millennium House,
46 Athol Street,
Douglas, Isle of Man,
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