VietNam Holding – equity proposition

VietNam Holding (VNH) is an investment company that holds a concentrated, high-conviction portfolio of Vietnamese stocks. Its shares have been listed on the London Stock Exchange since its inception in 2006 under the ticker VNH and the portfolio has been managed by Dynam Capital since 2018. The portfolio size allows the manager to be flexible in selection and rotation. VNH makes distributions to its shareholders through regular share buybacks. It has also introduced an innovative annual redemption feature.

Here are five things investors need to know about VNH:

1. Vietnam enjoys several secular macroeconomic tailwinds.
2. VNH invests in high-conviction stocks in a dynamic market.
3. VNH is committed to improving environmental, social and corporate governance (ESG) aspects.
4. VNH’s manager focuses on Vietnam’s industrialisation, urbanisation and rise in domestic consumption.
5. VNH is nimble, focused and performing well.

If you would like to learn more about VNH, please see our latest research here.