VinaCapital Vietnam Opportunity Fund (VOF)
Investor Update
Andy Ho
Managing Director
Chief Investment Officer
January 2021
Vietnam's unique opportunity
97 MILLION | 6.5% GDP | #1 FDI | STABILITY |
POPULATION YOUNG, | 2021 FORECAST, | NEXT WAVE OF FDI, | STABLE, PRUDENT |
UPWARDLY MOBILE, | FASTEST GROWING IN | FACTORY RELOCATIONS | GOVERNMENT, ANTI- |
SPENDING | REGION | OUT OF CHINA | CORRUPTION EFFORTS |
2| | Source: VinaCapital research, 2021 |
VinaCapital's Mission
To enable our investors to prosper by capitalising on
Vietnam's rich opportunities.
About VinaCapital
- Founded in 2003, today is one of Vietnam's largest independent asset managers.
- USD3.3 billion under management, across alternative and traditional assets.
- Team of 70+ investment professionals, with 70+ support and middle office staff.
- Single-countryfocus, invested in over 200 business in Vietnam since inception.
- VinaCapital Vietnam Opportunity Fund (VOF), USD1.1 billion London Stock Exchange, FTSE 250 listed investment company.
3|
Classified: Public
Contents
1. | MACROECONOMIC OUTLOOK | Michael Kokalari |
Chief Economist | ||
2. | MARKET OUTLOOK | Ismael Pili |
Head of Research | ||
3. | INVESTMENT STRATEGY | Andy Ho |
Chief Investment Officer | ||
4. | PORTFOLIO UPDATE | Khanh Vu |
Deputy Managing Director |
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Classified: Public
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VinaCapital Vietnam Opportunity Fund Ltd. published this content on 21 January 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 21 January 2021 02:29:03 UTC