Michael McGaughy

Thematic (Sector/Industry)

VinaCapital Vietnam Opportunity Fund (VOF LN)

<p>In my research and investing I stress three things: people, structure and value.  I look for companies that are controlled and managed by quality people, have corporate structures that align minority and majority shareholder interests and trade at valuations that are below fair value if not outright cheap.  This post is mostly about valuation and how bankers and financial experts take away the punch bowl just when it becomes attractive.</p><p>The reason I think Romania has a good chance of being one…</p>

In my research and investing I stress three things: people, structure and value.  I look for companies that are controlled and managed by quality people, have corporate structures that align minority and majority shareholder interests and trade at valuations that are below fair value if not outright cheap.  This post is mostly about valuation and how bankers and financial experts take away the punch bowl just when it becomes attractive.The reason I think Romania has a good chance of being one…

Vietnam Enterprise Investments (VIETENI KY)

Contrarian Signals (Or Why Romania May Be the World's Best Performing Market This Year)