Darwinian VC Evolution: Strategy Changes Due to Low Southeast Asia Fund Performance 0.4X vs. USA, India & China - E436

Adriel Yong, Head of Investments at Ascend Network, and Jeremy Au assessed Southeast Asia's low VC fund performance (median 0.4X returns vs. USA (1X) and India (1.3x). They discussed VCs shifting towards more realistic and localized investment strategies, while also taking into account growing geopolitical USA vs. China tensions with their resulting trade and economic impacts on countries like Singapore, Indonesia and Vietnam. They explored a range of strategies: shift towards earlier-stage investments, private debt, exploring less saturated/ underpriced markets like Malaysia, increased focus on consumer categories, "rightsizing" towards smaller fund sizes, pushing for complex yet needed secondary transactions, instituting more disciplined investment practices and managing capital better.

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