Asset Manager

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Myanmar Strategic Holdings

Myanmar Strategic Holdings is an investment company based in Myanmar. It focuses on buyout investments. The firm has a team of 10 staff, including 4 investment...

Myanmar Strategic Holdings logo

Myanmar Strategic Holdings

Myanmar Strategic Holdings is an investment company based in Myanmar. It focuses on buyout investments. The firm has a team of 10 staff, including 4 investment professionals.

General information

Firm type

Generalist

Location

Region

Asia

Country

Myanmar

City

Yangon

Corporate office

Yangon, Myanmar

Principals

Enrico Cesenni

Founder and CEO

Jonathan Kolb

CFO and Executive Director

Alain Thibault

COO and CEO of Wall Street English units

Sector focus

EducationReal EstateHospitality

Frequently asked questions

Is Myanmar Strategic Holdings structured as a fund or an operating company?

It is a Luxembourg-domiciled holding company listed on the London Stock Exchange, making it a permanent-capital vehicle rather than a closed-end fund. This means it does not face redemption pressure or a fund-life deadline. MSH directly acquires and operates businesses — schools, hostels, office buildings — rather than taking minority equity stakes.

What sectors does Myanmar Strategic Holdings explicitly avoid?

The firm concentrates on three sectors — education, hospitality, and commercial real estate — and has shown no public appetite for manufacturing, extractives, financial services, or technology. This narrow focus reflects the operational burden of running service businesses in Myanmar rather than passive portfolio investing.

Where does the underlying capital come from?

MSH is publicly listed, so its equity capital comes from a dispersed shareholder base that trades on the London Stock Exchange. MACAN Pte Ltd is the single largest shareholder, but the ultimate source of MACAN's capital is not publicly known. Verlinvest SA, which co-invests alongside MSH in education assets, represents family-office capital from the de Spoelberch and related families behind Anheuser-Busch InBev.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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