# Myanmar Strategic Holdings

Myanmar Strategic Holdings is an Asset Manager based in Yangon, Myanmar.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Yangon, Myanmar
- **Region:** Asia
- **Address:** Yangon, Myanmar
- **Assets under management:** Undisclosed
- **Website:** ms-holdings.com
- **LinkedIn:** https://linkedin.com/company/myanmar-strategies

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Education
- Real Estate
- Hospitality

## People

- Enrico Cesenni — Founder and CEO
- Jonathan Kolb — CFO and Executive Director
- Alain Thibault — COO and CEO of Wall Street English units

## 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.

## Related profiles

- [m]x[v Capital](https://altss.com/profile/m-x-v-capital)
- [MyAsiaVC](https://altss.com/profile/myasiavc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/myanmar-strategic-holdings

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology