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Ross & Van Compernolle is an independent investment manager. We specialise in a sustainable approach to investing in listed small to mid-sized capitalisation companies within the ASEAN region.

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Musings

USD 10 billion for Amazing Thailand & Indonesian sweetness
16 September 2024
USD 10 billion for Amazing Thailand & Indonesian sweetness
Thai Stocks Set For Best Day Since 2020 as Policy Risks Fizzle
13 September 2024
Thai Stocks Set For Best Day Since 2020 as Policy Risks Fizzle
Why Thailand will outperform Vietnam
23 August 2024
Why Thailand will outperform Vietnam
The Perfect Thai Play
31 May 2024
The Perfect Thai Play
Riding the Waves
30 November 2023
Riding the Waves
Active and Focused
17 March 2023
Active and Focused
Two Movies on One screen
01 December 2022
Two Movies on One screen
One is either focused on recession, inflation, and war or is focused on a region that has only recently reopened for international travel and business, and is benefitting from increasing investment capital flow.
Vietnam & ASEAN Interview
15 July 2022
Vietnam & ASEAN Interview
The Clarity of Chaos
20 June 2022
The Clarity of Chaos
The RVC Emerging Asia Fund continues to be positive for the year whereas ASEAN is -4.4%, Asia Pacific ex Japan is -11.2%, the NASDAQ is -31.7% and Dogecoin is -68.3%.
Tech & Travel in ASEAN
22 December 2021
Tech & Travel in ASEAN
This year the RVC Emerging Asia Fund continues to perform well, +30% YTD versus the region which is -1.4%.
Market Share & Recovery
22 September 2021
Market Share & Recovery
ASEAN Opportunities Everywhere Continuing the ASEAN opportunities series.
ASEAN Opportunities - Vietnam
20 September 2021
ASEAN Opportunities - Vietnam
Today’s letter focuses on Vietnam, the one shining economy in the entire region.