We follow a thorough investment process comprising a comprehensive qualitative assessment and quantitative valuations based on our in-house methodology and models.

A company will appear attractive to VAM if it:

  • is growing its share in a growing market (also known as a "structural winner");
  • has strong and progressive management;
  • is cash generative; and/ or
  • has undiscovered valuable assets which are offered at a deep discount to the replacement values.

Analysts at VAM generally follow these steps of the investment process: