At Red Opal Fund, we invest across asset classes with one guiding principle to identify mispriced value and unlock long-term potential in Vietnam’s evolving market. Our diversified investment strategy spans Private Equity, Public Equity, Fixed Income, and Alternative Investments, allowing us to capture opportunities across market cycles while maintaining disciplined risk management.
Public EquityOur public equity strategy targets undervalued and under-researched companies listed on Vietnam’s exchanges. Leveraging deep local insight and fundamental analysis, we seek asymmetric return profiles driven by corporate reforms, market inefficiencies, and Vietnam’s expanding domestic economy.
Private EquityWe invest in transformational opportunities including distressed, special situations, and growth-stage companies where strategic capital and active engagement can unlock significant value. Our approach focuses on operational improvement, restructuring, and long-term partnerships with management teams to rebuild and scale sustainable businesses.
Fixed IncomeIn Vietnam’s developing credit market, we provide structured and flexible capital solutions through investments in corporate bonds, non-performing loans, and other debt instruments. Our focus is on risk-adjusted returns and downside protection, particularly in special credit situations and recapitalization needs.
Alternative InvestmentsWe explore non-traditional and opportunistic assets - from real estate and infrastructure to special vehicles and turnaround projects. These investments complement our core strategies and reflect our ability to act swiftly in complex, undercapitalized situations where timing and execution are key.
We combine institutional discipline with local agility - leveraging on-the-ground intelligence, strong relationships, and data-driven insights. This integrated approach allows us to identify emerging opportunities early, structure them creatively, and deliver enduring value to our investors.