The UK Investor Magazine Podcast was delighted to welcome Craig Martin, Chairman of Dynam Capital, the manager of the Vietnam Holding Investment Trust.
Vietnam Holding was one of the best performing London-listed Investment Trusts in 2021. In 2022, Vietnam Holding outperformed the benchmark, but saw its share price fall in line with broad declines in Asian equities.
Craig outlines how the Vietnam Holding team reacted to this volatility and highlights specific sectors and companies they took the opportunity to add to the portfolio.
We discuss China and how Vietnam is benefiting from events over their northern border.
Find out more about Vietnam Holding on their website here.