Imagine a stock market that has grown at a CAGR of 23.1% between 2002 and 2018, located in a developing country where 60% of the population is under 40 years old and English is their primary foreign language. Vietnam has not experienced a single year of negative growth since the early 1980s and has had its own stock market since 2000. Globally, the majority of Vietnamese listed companies trade significantly below the average of major stock markets. Despite this, foreign investors still face challenges in accessing the Vietnamese stock market. Talos Investment Company AB is a newly established Stockholm-based investment company that focuses on long-term investments in listed and unlisted medium-sized companies in Vietnam. We believe in Vietnam as the future IT and industrial hub in Southeast Asia and do not want to miss the opportunity to be part of this journey.

Talos Investment Company AB is an investment company that focuses on long-term investments in listed and unlisted medium-sized companies in Vietnam. The company currently operates as a privately held Swedish unlisted corporation. It operates as an active investor by providing support to portfolio companies in IR (Investor Relations) matters, thereby enhancing transparency for shareholders. The company, in its current form, was established in 2021 and was previously operated under the name Talos Analytics AB, which provided education services in options trading and media production. Talos Analytics AB was founded in 2012 by the current majority owner, Fredrik Karlsson Hedin.

Talos Investment Company’s strategy is based on a concentrated portfolio of small and medium-sized profit-generating companies with high growth potential, clear ESG goals, low debt levels, and low valuations based on traditional financial metrics. The companies preferably should be industry leaders or have a significant and growing market share. Market analysis is conducted through a comprehensive screening process followed by due diligence and customer interviews. Management will be evaluated, among other things, based on the achievement of strategic and sales targets over time. By offering consultation on investor relations and enhanced transparency of hidden values to portfolio companies, the opportunity for increased investor confidence and future stock price growth is enhanced.