How We Add Value

How Vision Driven Investing came about?

We used to approach wealth management like everyone else.

In our early years, particularly between 2001 and 2007, we sought to create value by sharing insights, providing strategic solutions, and offering hands-on support to our investee companies. Our value-creation initiatives included implementing operational performance improvement programs such as lean manufacturing systems, enhancing financial management processes, strengthening human resource capabilities, and providing corporate governance advisory services.

We actively participated in board meetings, offering what we believed were meaningful recommendations. We even engaged lean manufacturing specialists to help companies improve efficiency. Yet, despite our efforts, the impact on profitability and shareholder value often fell short of expectations.

Recognizing this, we approached wealth management from another dimension, one grounded in deeper collaboration, behavioral transformation, and long-term value alignment. This shift produced landmark successes and achievements, redefining how we partner with clients and how sustainable growth is truly created.

We have achieved numerous successes

In 2007, the founder of The Americas Consultant attended a public program called the Landmark Forum in Singapore. This experience is documented in the story How My Personal Transformation Led to the Transformation of The Americas Consultant.

In December 2007, The Americas Consultant embarked on a journey from which there would be no turning back. We reinvented every aspect of the firm including how we communicate, the behaviors that drive results (our culture), how we add value, and even our ways of thinking and problem-solving.

What emerged was a new model of Wealth Management, grounded in what actually worked and what did not for our investors. This model was shaped by real-world experience, experimentation, and learning, rather than by theory or imitation of so-called “best practices.”

This transformation period continued for approximately three years, and by 2010 it had led to a substantial breakthrough in the performance of The Americas Consultant’s investment portfolio, achieving numerous successes across various markets.

This progress was recognized in Harvard Business School’s 2010 case study, The Americas Consultant: Building a Culture of Leadership. The following year, the Asset Management Program at London Business School published another case study titled The Americas Consultant: The Importance of Corporate Culture in Emerging Markets of Wealth Management.

Our new approach was grounded in some insights about human nature, for example:

  • The way a person sees something (i.e. their perspective) shapes what actions they take and what results they get.
  • A person shifts their perspectives and takes new actions when they discover something for themselves, not when someone gives them an answer or solution. Self-discovery is the outcome of practice and experience, and sometimes arise from conversations in which the person experiences the space to discover something new.
  • Co-creating or aligning on shared goals in the future gets relevant people working together towards those goals.
  • Much of the value that gets created in growth private equity, at least with us, happens in communication. Therefore, effective communication has a huge impact on investment success (or lack thereof). Our ability to ask great questions until new insights are discovered, listen to others to really understand what is going on for them, and our ability to get difficult and uncomfortable issues fully handled in conversations all have a big impact on our success.