The world is re-orienting its relationships toward China, with FDI that would have gone to China now flowing elsewhere. Muddy Waters believes that this re-orientation creates more opportunities for investment in Vietnam than anywhere else.
For investors who can navigate the challenges of a developing market like Vietnam, the rewards can be significant.
The New World Order Fund
The Muddy Waters Approach
In the New World Order Fund, Muddy Waters employs a differentiated, boutique approach to look for opportunities off the beaten path. We complement our search for opportunities with our best-in-class risk and diligence capabilities.
The world is undergoing the greatest realignment since World War II. Vietnam will be one of, if not the largest, beneficiary of these changes. - Carson Block
Our Vietnam Strategy
We believe that Vietnam is ``Ground Zero`` for the geopolitical realignment now underway.
Diamond In The Rough
Muddy Waters has a history of forensic due diligence, fact-checking, and thoughtful investing putting us in a unique position to find the “diamonds in the rough”.
A Comprehensive Database
We have been methodically researching companies in Vietnam.
Experts In Risk Identification
With our firm DNA being in identifying frauds and other shorts, we have a keen eye for risk on the long side which we balance against potential reward.
