The UK Investor Magazine was delighted to welcome Craig Martin, Chairman of Dynam Capital, the manager of the Vietnam Holding Investment Trust, back to the podcast to delve into the impact of tariffs on Vietnam and the portfolio.
Explore the Vietnam Holding Investment Trust here.
Vietnam was hit by punitive tariffs in Donald Trump’s ‘Liberation Day’ announcement, sparking a wave of volatility in Vietnamese stocks and the wider global equity universe.
In this podcast, we look through the noise of tariffs and explore the long-term fundamentals driving returns for the VNH portfolio.
Craig outlines their approach to portfolio management and the underlying strengths of the economy that will see it through tariff uncertainty.
We discuss Vietnam Holding’s discount and the innovative measures the board has in place that allowed them to increase the size of the fund earlier this year.