Valverde Investment Partners

What Valverde Investment Partners does

Valverde Investment Partners is a Singapore-domiciled, partner-owned investment management firm that runs active, fundamental, long-only equity strategies focused on ASEAN markets (Indonesia, Malaysia, Philippines, Singapore, Thailand, Vietnam) with extensions into Hong Kong and Asia ex-Japan. The firm holds a Monetary Authority of Singapore Registered Fund Management Company licence (granted March 2024) and offers three product wrappers sharing the same high-conviction, bottom-up stock-selection strategy: the flagship Valverde ASEAN+ Fund structured as a Singapore Variable Capital Company, the Hereford Valverde ASEAN Fund structured as a Luxembourg UCITS in partnership with Hereford Funds, and bespoke segregated mandate accounts for institutional clients with tailored guidelines and risk parameters.

The firm is built around a small senior team of 11 professionals distributed across Singapore (headquarters at Palais Renaissance), Ho Chi Minh, Kuala Lumpur, Bangkok and Jakarta, with additional Hong Kong coverage. It markets and distributes exclusively through direct, relationship-led engagement with qualified institutional investors and high-net-worth individuals, using its website and direct investor-relations contact rather than third-party retail distribution.

Valverde monetises through conventional asset-management economics: recurring management fees on assets under management across its pooled funds and segregated mandates, supplemented by performance fees on its ASEAN+ Fund, which is positioned as a 'Pure Alpha Generation' absolute-return strategy with a 3-5 year investment horizon. Fees are not publicly disclosed; distribution is global via the VCC and UCITS wrappers and regional via segregated mandates. The company is privately held with no parent, no funding rounds disclosed and no subsidiaries, operating as an independent boutique targeting the underpenetrated ASEAN equity opportunity set.

Name

Valverde Investment Partners

Legal name

Valverde Investment Partners Pte. Ltd.

Website

https://valverde.com.sg

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

11–50 employees

Short description

Valverde Investment Partners is a Singapore-based, MAS-licensed boutique investment manager running fundamental, long-only ASEAN equity strategies through a Singapore VCC fund, a Luxembourg UCITS fund (with Hereford Funds) and segregated mandates for institutional and high-net-worth investors.

Ownership category

akta.pro rank

Headquarters

HQ city

Singapore

HQ country

Singapore

HQ region

Asia

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Fund Management Fees: Valverde generates revenue through management fees charged on assets under management across its pooled funds (ASEAN+ Fund, Hereford Valverde ASEAN Fund) and segregated mandate accounts.
2. Performance Fees: The ASEAN+ Fund strategy is described as 'Pure Alpha Generation' with absolute return and alpha strategy with aligned incentives, suggesting performance-based fee structure.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels3 records

Core offering

Valverde Investment Partners manages ASEAN-focused long-only equity capital through three structures: the flagship Singapore VCC (Valverde ASEAN+ Fund), a Luxembourg UCITS fund (Hereford Valverde ASEAN Fund) distributed in partnership with Hereford Funds, and bespoke segregated mandate accounts for institutional clients. The firm applies a fundamental bottom-up, high-conviction stock selection approach targeting 3-5 year absolute returns across ASEAN markets including Indonesia, Malaysia, Philippines, Singapore, Thailand, and Vietnam.

Product overview

Valverde Investment Partners is an ASEAN equity investment management firm offering three distinct investment products: the flagship Valverde ASEAN+ Fund (Singapore VCC), the Hereford Valverde ASEAN Fund (UCITS) in Luxembourg via partnership with Hereford Funds, and bespoke Segregated Mandate Accounts for institutional investors. All three products share the same fundamental bottom-up stock selection approach and high-conviction ASEAN equity strategy, differing primarily in structure (VCC, UCITS, or separately managed account) and regulatory domicile to serve different investor requirements.

Differentiator

Problem solved

Functional benefit

Brands

• Valverde ASEAN+ Fund: Singapore-domiciled Variable Capital Company (VCC) flagship fund investing in listed equities across ASEAN markets and selected adjacent economies, leveraging on-the-ground research and a long-term, fundamental approach.
• Hereford Valverde ASEAN Fund

Products and services

• Valverde ASEAN+ Fund (Singapore VCC) Singapore-domiciled Variable Capital Company (VCC) flagship fund that invests in listed equities across ASEAN markets using a long-only, high-conviction approach. The fund aims to deliver absolute returns over a 3-5 year time horizon while identifying specific catalysts within a 12-24 month timeframe, and is index and sector agnostic, focused on quality companies in markets such as Vietnam and Indonesia. Available to institutional and qualified investors globally.
• Hereford Valverde ASEAN Fund (UCITS) Luxembourg-domiciled UCITS fund managed in partnership with Hereford Funds that mirrors the ASEAN+ strategy while offering access to global investors through a regulated, widely distributed vehicle. Adapts the flagship ASEAN+ strategy to the UCITS framework.
• Segregated Mandate Accounts Fully customised, separately managed accounts for institutional investors seeking bespoke exposure to ASEAN and related markets. Tailored to specific investment guidelines, risk parameters, and liquidity requirements with customized portfolio construction and reporting. Contracted under multi-year arrangements with custom fee structures.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Hereford FundscoreStrategic or Co-development PartnerStrategic partnership with Hereford Funds for the Hereford Valverde ASEAN Fund, a Luxembourg-domiciled UCITS fund that mirrors the ASEAN+ strategy while offering access to global investors through a regulated, widely distributed vehicle. This partnership provides global distribution capabilities for Valverde's ASEAN investment strategy.

Scale indicators4 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Waverton Investment Management: UK-based boutique asset manager that previously ran a dedicated ASEAN/SEA strategy led by Brook Tellwright (now at Valverde). Comparable as an active equity boutique serving global HNW and institutional clients via segregated mandates and pooled funds, but with a broader multi-asset and thematic product range.
• First State Investments (now part of MUFG): Historically a boutique Asia-Pacific and emerging-markets equity specialist distributed globally via pooled funds and segregated mandates. Highly comparable in founding philosophy and client base; differs in being now part of a much larger group (MUFG) and at significantly greater scale.
• Matthews Asia: Boutique active equity manager singularly focused on Asia ex-Japan/Japan and other Asia-Pacific equity strategies, primarily distributed via UCITS and SICAV structures to global institutional and intermediary clients. Highly comparable to Valverde in product structure, regional focus and distribution approach, though at meaningfully greater AUM scale.

Broad incumbents

• abrdn (formerly Aberdeen Standard Investments): Large global asset manager with long-standing Asia-Pacific and ASEAN equity strategies across pooled funds and segregated mandates. Comparable in offering ASEAN equity exposure, but operates as a broad incumbent with a vastly larger product shelf and AUM base.
• Ashmore Group: London-listed asset manager specialising in emerging markets, with significant Asia/ASEAN equity and country-fund exposure across pooled vehicles. Comparable in regional EM focus and institutional client base, though structurally an EM debt-heavy specialist with much greater AUM.
• Eastspring Investments: Asia-based asset manager (owned by Prudential plc) with dedicated Asian and ASEAN equity strategies across pooled funds and mandates. Comparable investment universe and regional distribution, but embedded in a large insurance-led group with broader capabilities.
• Allianz Global Investors (Asia Pacific): Global asset manager with active Asia-Pacific and emerging-market equity strategies distributed via UCITS and segregated mandates. Comparable in product format and ASEAN/EM exposure, but operates as a broad incumbent with much greater scale and a multi-asset platform.
• Fidelity International (Asia): Global asset manager with deep Asia Pacific and ASEAN equity strategies distributed via SICAV/UCITS and segregated mandates. Comparable in offering ASEAN equity exposure to global institutional clients, but as part of a broad multi-asset platform at much greater scale.
• Mirae Asset Global Investments: Asia-headquartered global asset manager with dedicated Asia Pacific and emerging-market equity strategies distributed via UCITS and onshore vehicles. Comparable in targeting Asian institutional and retail capital, but at vastly greater scale and with multi-asset capabilities.
• JPMorgan Asset Management (Asia): Large global asset manager with dedicated Asia Pacific and emerging-market equity strategies, including ASEAN exposure, distributed via pooled funds and institutional mandates. Comparable in client base and product structure, but at vastly greater scale and with broader investment capabilities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/valverde-investment-partners

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Valverde Investment Partners