VALUE GROWTH FUND
Stock Investing
At Value Growth Fund, we believe a data-driven, disciplined stock investment strategy is key to accelerating portfolio growth. By focusing on long-term value, we help investors capitalize on market trends, avoid speculation, and reduce risks tied to market volatility. Our structured approach targets high-potential sectors and companies, ensuring better performance and more consistent returns compared to unplanned, speculative investments.
With Value Growth Fund, you gain a trusted partner committed to guiding you through the complexities of the stock market for sustainable financial success.
5 Years Performance
From 2020 to 2024, Value Growth Fund achieved an outstanding 38% average annual return, more than doubling the S&P 500 (15%) and vastly outperforming ARKK (3%).
Key Drivers of Outperformance:
- 📊 Disciplined Growth & Value Strategy – Focused on profitable, high-growth companies with strong fundamentals and favorable entry points.
- 🔄 Tactical Allocation & Risk Management – Actively rotated sectors to adapt to market cycles while preserving capital.
- 🧠 Conviction-Driven Investing – Avoided speculative hype in favor of sustainable innovation and long-term trends.
Visit our Value Growth Fund‘s portal: link
Executive team
Long Nguyen, PhD
Founder, CEO
With decades of experience in finance and stock investing, Long Nguyen is a visionary leader known for crafting winning investment strategies. Leveraging his expertise in fundamental analysis and market research, Long identifies companies with exceptional financial health, robust earnings growth, and sustainable competitive advantages.
His AI-driven insights and meticulous approach to due diligence empower the company to build a high-performing stock portfolio, delivering consistent returns and long-term success. Under his leadership, clients gain the confidence of knowing their investments are guided by expertise, precision, and a commitment to excellence.
Trung Nguyen
Co-founder, President
Trung Nguyen combines deep expertise in fundamental and technical analysis to guide strategic investment decisions. He excels in identifying market trends, interpreting price patterns, and refining entry and exit strategies through momentum indicators. His forward-thinking, data-driven approach ensures adaptability in dynamic markets.
Moreover, his leadership and disciplined risk management safeguard investments while seizing high-potential opportunities. With a proven track record in optimizing portfolio performance, Trung is instrumental in shaping the team’s long-term vision and delivering consistent, value-driven outcomes.
Our Value Proposition
Leverage on rigorous fundamental and technical analysis, along with AI-driven research, to identify hidden gem stocks primed for exceptional growth and great returns.
Our Solutions
- Long-term Growth: Benefits from the compounding effect of returns, market appreciation, and lower tax bracket.
- Value Investing: Seek to purchase undervalued stocks —those trading for less than their intrinsic or true value based on fundamental analysis.
- Data Driven: Leverage advanced analytical tools, and large datasets to inform investment decisions. Thereby, we rely on objective data rather than emotions or subjective opinions.
- Diversification: Spread investments across various assets, industries, or geographical regions to reduce risk and increase potential returns.
- Risk management: Protect their portfolios from significant losses, maximize
- returns, and maintain a more consistent investment strategy.
Our Strengths
Our Core Pillars
Long-term Growth
Value Investing
Data Driven
Diversification
Risk Management