Capital at risk: The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
Latest from Vietnam Holding
Latest Research
Edison Research
2/11/2023
Consistently outperforming the market
Quoted Data
20/6/2023
Building on firmer foundations
Edison Research
27/03/2023
Investing for the long term
Investment Objective
The Company’s investment objective is to achieve long term capital appreciation by investing in a diversified portfolio of companies that have high growth potential at an attractive valuation.
Investment Approach
Vietnam Holding's main investment approach remains focused on industrialisation (best-in-class manufacturers, international logistics); urbanisation (purposeful real estate, transportation, clean energy, and clean water); and domestic consumption and its enablers (sustainable retail, domestic logistics, products, and finance). These themes are inter-linked, as industrialisation and urbanisation foster further robust growth in GDP and domestic consumption, and are underpinned by the banking sector.
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Management Team
Vu Quang Thinh - Chief Investment Officer
Thinh has managed the Vietnam Holding portfolio since 2011. He has over 30 years experience in Vietnam including 14 years in Asset Management, 12 years in Corporate Restructuring and 7 years in information technology business. Thinh was Head of the Management Consulting practice of KPMG Vietnam where he did extensive restructuring work with several state owned enterprises.
Craig Martin - Chairman
Craig has been involved in Vietnam for over 25 years. In 2005 he moved to Vietnam as an investment director and Head of Private Equity for Prudential Vietnam (now Eastspring), and led several notable investments. Prior to Prudential, Craig was a founding member of Standard Chartered Private Equity team, and in the 1990s ran a management consulting firm across Indochina.
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