The Vox Markets Podcast 1856: Q&A with Vietnam Holding’s Craig Martin: “Our outperformance is strong”
Apr 18, 2024
16:15
Watch on YouTube
Craig Martin of Dynam Capital, manager of the Vietnam Holding investment trusts #VNH, on how its differentiated investment approach is delivering above average returns targeting one of the world’s most dynamic and fast-growing economies.
0:37 Why the Vietnamese index has enjoyed such a strong start to 2024
1:35 Why recent index weakness and geopolitical concerns are unlikely to disrupt the long term Vietnam growth story.
4:26 How a concentrated and active approach combined with nimble stock picking means Vietnam Holdings is outperforming the index and its sector peers.
7:55 How the trust’s new annual redemption offer has helped close the discount to NAV and drive liquidity.
10:00 The significance of Vietnam’s recently signed cooperative agreement with Australia, and Vietnam’s broader integration into the global economy.
Craig Martin of Dynam Capital, manager of the Vietnam Holding investment trusts #VNH, on how its differentiated investment approach is delivering above average returns targeting one of the world’s most dynamic and fast-growing economies.
0:37 Why the Vietnamese index has enjoyed such a strong start to 2024
1:35 Why recent index weakness and geopolitical concerns are unlikely to disrupt the long term Vietnam growth story.
4:26 How a concentrated and active approach combined with nimble stock picking means Vietnam Holdings is outperforming the index and its sector peers.
7:55 How the trust’s new annual redemption offer has helped close the discount to NAV and drive liquidity.
10:00 The significance of Vietnam’s recently signed cooperative agreement with Australia, and Vietnam’s broader integration into the global economy.