VAM Funds

Wishing you a joyful holiday season and a prosperous New Year from all of us at VAM Funds. Thank you for your trust and partnership! #vamfunds #alquity #marketingcommunication

🌏 𝗔 𝗩𝗶𝗲𝘄 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗚𝗿𝗼𝘂𝗻𝗱: 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗜𝗻𝗱𝗶𝗮 🌏 Fresh from his 2-week trip to India, where he met with over 35 companies, Mike Sell has unique, on-the-ground perspectives to share about the rapidly evolving opportunities in one of the world’s most dynamic markets. 🎥 Watch the recording of the 𝗔𝗹𝗾𝘂𝗶𝘁𝘆 𝗜𝗻𝗱𝗶𝗮 𝗙𝘂𝗻𝗱 Webinar here - https://lnkd.in/dXwWm2bX #marketingcommunication #Investing #IndiaGrowth #VAMFunds #AlquityIndiaFund

🚨 Last chance to join us for the final webinar of the year! 🚨 Discover how the 𝗔𝗹𝗾𝘂𝗶𝘁𝘆 𝗚𝗹𝗼𝗯𝗮𝗹 𝗜𝗺𝗽𝗮𝗰𝘁 𝗙𝘂𝗻𝗱 is redefining agile investing in a volatile world. 🌍📈 🗓️ 𝗗𝗮𝘁𝗲: 18 December 2024 🕐 𝗧𝗶𝗺𝗲: 13:00 UK | 14:00 CET 👉 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄 and secure your spot - https://lnkd.in/dJVuchwJ Don’t miss this opportunity to gain unique insights into Alquity's impact-driven approach and how it can help you navigate uncertain times. Mark Taylor Steve Reddaway Soemoe Thein Win (CAIA, MCSI) #marketingcommunication #impactinvesting #sustainablefinance #agileinvesting

🌏 𝗝𝗼𝗶𝗻 𝘁𝗵𝗲 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝗼𝗻 𝗜𝗻𝗱𝗶𝗮'𝘀 𝗴𝗿𝗼𝘄𝘁𝗵 𝘀𝘁𝗼𝗿𝘆! Mike Sell, Alquity's Head of Emerging Markets, will share insights from his recent two-week trip to India and highlight key opportunities in the Indian market. Don't miss this exclusive webinar on the Alquity India Fund. 📅 Register now - https://lnkd.in/g6PkvFHe #marketingcommunication #investing #vamfunds

🚨 𝗕𝗿𝗲𝗮𝗸𝗶𝗻𝗴 𝗡𝗲𝘄𝘀? 𝗢𝗿 𝗷𝘂𝘀𝘁 𝗵𝗶𝘀𝘁𝗼𝗿𝘆 𝗿𝗲𝗽𝗲𝗮𝘁𝗶𝗻𝗴 𝗶𝘁𝘀𝗲𝗹𝗳?   Donald Trump famously said, “God spared my life for a reason: To save America at that point in time.”   Whether you agree or not, one question lingers: Does the person in the White House make or break the markets? Spoiler alert: No.   Presidents come and go. Policies shift. But the US economic engine? That’s the real powerhouse - consistently resilient, powering through administrations and headlines.   🎥 Check out Robert Gordon's video as he breaks it down with clarity and some historical perspective that proves one thing: 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗼𝘂𝘁𝗹𝗮𝘀𝘁 𝘁𝗵𝗲 𝗵𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀. Watch now 👇   #marketingcommunication #investing #USMarkets #VAMFunds #EconomicResilience #trump

With the world’s largest and youngest population, India has the strongest demographics worldwide... By 2030, an additional 100 million middle- and high-income households are expected to join this group, creating a new market equivalent in size to the EU. Are you a professional investor curious to learn more about the Indian opportunity? You can watch the full webinar here: https://lnkd.in/dqiUhHR5 #Alquity #EmergingMarkets #India #IndianEquities #PassionForIndia #Sustainability #ESGInvesting Mike Sell

🚨𝗧𝗿𝘂𝗺𝗽’𝘀 𝗥𝗲-𝗲𝗹𝗲𝗰𝘁𝗶𝗼𝗻: 𝗔 𝗕𝗼𝗼𝘀𝘁 𝗳𝗼𝗿 𝗦𝗺𝗮𝗹𝗹𝗲𝗿 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀?🚨   Donald Trump’s re-election has sent markets surging, with the Russell 2000 and Russell 2500 gaining +5.84% and 4.43%, respectively, since yesterday. Investor optimism for potential policy shifts is high, and smaller companies appear poised to benefit most from anticipated changes in tax, trade, and regulation policies.   Here’s why this sector is worth watching:   👉 𝗟𝗼𝘄𝗲𝗿 𝗧𝗮𝘅𝗲𝘀 - Expected tax cuts boost cash flow and profitability, enabling reinvestment and innovation. 👉 𝗥𝗲𝗻𝗲𝗴𝗼𝘁𝗶𝗮𝘁𝗲𝗱 𝗧𝗿𝗮𝗱𝗲 𝗗𝗲𝗮𝗹𝘀 - New agreements could give smaller companies enhanced pricing power and market share. 👉 𝗗𝗲𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗶𝗼𝗻 - Faster time-to-market and reduced red tape drive operational efficiency. 👉 𝗟𝗼𝘄𝗲𝗿 𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗥𝗮𝘁𝗲𝘀 - Eases financing costs, supporting growth and investments.   Our 𝗩𝗔𝗠 𝗨𝗦 𝗠𝗶𝗱 𝗖𝗮𝗽 𝗚𝗿𝗼𝘄𝘁𝗵 𝗙𝘂𝗻𝗱 is strategically positioned to capitalise on these shifts by focusing on dynamic, growing SMID-Cap companies that stand to benefit from the expected policy environment.   Get in touch with our relationship managers to learn more about how this fund could benefit your clients' portfolios or drop us a comment below ⬇️   Mark Taylor Steve Reddaway Soemoe Thein Win (CAIA, MCSI)   #uselection #marketingcommunication #Investing #VAMFunds #SmallmidCap

𝗘𝗹𝗲𝗰𝘁𝗶𝗼𝗻 𝗗𝗮𝘆 𝗶𝗻 𝘁𝗵𝗲 𝗨𝗦: 𝗔 𝗥𝗲𝗺𝗶𝗻𝗱𝗲𝗿 𝘁𝗼 𝗦𝘁𝗮𝘆 𝗙𝗼𝗰𝘂𝘀𝗲𝗱 𝗼𝗻 𝘁𝗵𝗲 𝗟𝗼𝗻𝗴 𝗧𝗲𝗿𝗺 📈 Today’s US Presidential Election brings anticipation and speculation, but history tells us a reassuring story. No matter the outcome, the market has proven resilient, with an upward trend over time. 🕰️ At VAM Funds, we believe in 𝘀𝘁𝗶𝗰𝗸𝗶𝗻𝗴 𝘁𝗼 𝗮 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆. Political events come and go, but successful investing relies on staying the course and not letting short-term noise influence your decisions. The S&P 500 price returns below reminds us of one thing: patience pays off. 🌐💪 𝗪𝗵𝗮𝘁 𝗮𝗿𝗲 𝘆𝗼𝘂 𝗮𝗱𝘃𝗶𝘀𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀? 𝗟𝗲𝘁 𝘂𝘀 𝗸𝗻𝗼𝘄 𝗶𝗻 𝘁𝗵𝗲 𝗰𝗼𝗺𝗺𝗲𝗻𝘁𝘀 𝗯𝗲𝗹𝗼𝘄. ⬇️ #electionday #VAMFunds #uselection #longterminvesting #MarketInsights #marketingcommunication

As we approach the 2024 US elections, the market remains dynamic, with new opportunities emerging, especially within small- and mid-cap (SMID) stocks. 🔮 𝗘𝗹𝗲𝗰𝘁𝗶𝗼𝗻 𝗦𝗰𝗲𝗻𝗮𝗿𝗶𝗼𝘀: 𝗠𝗮𝗿𝗸𝗲𝘁 𝗜𝗺𝗽𝗮𝗰𝘁 𝗼𝗻 𝗦𝗠𝗜𝗗 𝗖𝗮𝗽𝘀 The political landscape is pivotal in shaping future market sentiment. Two potential outcomes - either a Trump victory or a Harris presidency - could influence growth prospects for SMID stocks differently: 👉 𝗧𝗿𝘂𝗺𝗽 𝗪𝗶𝗻: Focus on deregulation and lower taxes could bolster innovation and profitability 👉 𝗛𝗮𝗿𝗿𝗶𝘀 𝗪𝗶𝗻: Potential for green energy investments and infrastructure spending would favour companies aligned with sustainability and technology transformation 💡 𝗪𝗵𝘆 𝗦𝗠𝗜𝗗 𝗖𝗮𝗽𝘀 𝗡𝗼𝘄? Historically resilient: SMID caps have often outperformed large-caps following market corrections Growth focus: Many of these companies are innovators, with strong potential for accelerating earnings growth 📈 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝘁𝗵𝗲 𝗩𝗔𝗠 𝗨𝗦 𝗦𝗠𝗜𝗗-𝗖𝗮𝗽 𝗚𝗿𝗼𝘄𝘁𝗵 𝗙𝘂𝗻𝗱 Our actively managed VAM US SMID-Cap Growth Fund aims to unlock opportunities within this vibrant segment. With a focus on high-growth companies, our manager leverages deep sector expertise to identify those poised for success, regardless of political outcomes. Want to know how you can tap into the potential of SMID caps with us? Get in touch with your personal Relationship Manager or drop us a comment below ⬇️ Mark Taylor Steve Reddaway Soemoe Thein Win (CAIA, MCSI) #marketingcommunication #VAMFunds #InvestmentOpportunities #USMarket #SMIDCapStocks #Election2024 #InvestmentStrategy  

Last night, at the Mandala club in Singapore, Alquity’s Head of Sustainability, Suresh Mistry, had the privilege of participating in a dynamic panel discussion on Impact Investing, joined by an exclusive audience of invite-only guests.   The conversation was insightful, open and engaging, shedding light on the future of investing and the evolving role of asset managers in driving positive change.   A heartfelt thank you to Lilly Milligan Gilbert for organising such a meaningful event and to Elena Pryor for the kind invitation.   #ImpactInvesting #Sustainability #VAMFunds #AssetManagement #FutureOfInvesting #AlquityFunds