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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.

Why Vietnam?

Geopolitical Reallignment

Driven by the need to diversify supply chains and reduce China risk, multinationals are looking for alternatives to investing in China. We expect that Vietnam will be the greatest beneficiary of this trend relative to its size.

Our Vietnamese Presence

In 2021, we opened our research office in Ho Chi Minh to facilitate our investment and due diligence processes.

A Hidden Gem

Our history of rigorous due diligence and fact-checking, combined with strategic investing, uniquely positions us to uncover hidden gems in this evolving landscape while mitigating risks.

The Muddy Waters Advantage

With our unique toolset, we unlock opportunities to identify investments.

Skill

Since 2015, MWC has been managing outside capital for large institutional investors.

Risk Controls

Our investment background includes a proactive approach to risk, i.e. we seek to identify and manage in advance.

Understanding

We use a differentiated approach to research and due diligence — we check & verify information using a different lens.

Extensive Experience

The team has spent decades working, researching, and investing in Asia and emerging markets.

Early Mover Advantage

We are one of the first U.S. regulated investment advisers to offer a specialized Vietnam investment strategy.

Local Office & Connections

We are a focused, “in-country” investor with strong relationships on the ground.

The Muddy Waters Brand

Muddy Waters’ global brand is built on due diligence and is seen as a “seal of approval”.

Doing the work that Wall Street won't.

Muddy Waters peels back the layers.

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