Outperforming peers, Vietnam and producing alpha with Vietnam Holding

We were thrilled to once more welcome Craig Martin, the chairman of Dynam Capital, manager of the Vietnam Holding Investment Trust to the UK Investor Magazine Podcast.

Vietnam Holding has had a storming year with 12-month share price performance standing at 95% at the time of recording.

This made Vietnam Holding one of the best performing Investment Trusts listed in London this year and has significantly outperformed its peers.

We discuss the key driving factors behind the trust’s success including the strength of the Vietnamese economy and the increasing number of retail investors in Vietnam.

There is a deep dive into the investment themes Craig and the team are focusing on, and an exploration of the companies held within the trust.

For more information on Vietnam Holding, please visit their website and watch their latest investor presentation on-demand.

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