By Michael Kokalari CFA, chief economist, and Thai Thi Viet Trinh, senior economist.

The search for supernatural compounders – a conversation with Andrew Hollingworth of Holland Advisors

Understanding one of the fastest-growing asset classes

VinaCapital Vietnam Opportunity Fund is a long-established, UK 250 index constituent that offers an actively managed, high-conviction exposure to Vietnam’s structural growth story via a blend of listed equities and private equity through a privately negotiated approach. VinaCapital has a blend of listed equities and private equity through a privately negotiated approach. The fund pays semi-annual dividends targeting around 2% of NAV per year, as well as share buybacks.

Here are four key reasons why VinaCapital represents an exciting investment case.

1. The Vietnamese economy maintains its momentum.
2. Vietnam is a stock market progressing towards emerging market status.
3. The fund’s portfolio is positioned towards Vietnam’s secular growth drivers.
4. The fund’s differentiator is its private equity mindset.

For more information on VOF, please visit our website.

The rise and regulation of finfluencers

In a year that has been characterised by a roller-coaster ride in sentiment, the end outcome is likely to be one that is very positive for those investors who blocked out the noise, held their noses and stayed in equity markets.

For any income-focused investor moving from initial interest to active consideration of adding a stock to their portfolio, it is advisable to interrogate the extent to which the company’s strategy is supported by a durable and mathematically sound shareholder return framework.

Will they secure the dividend and fund buybacks?

For any major integrated energy company, the central challenge is clear: deliver competitive shareholder returns today while navigating the complexities of the global energy transition. bp has announced a "fundamental update" of its strategy—a decisive answer to this challenge that reflects decades of leadership experience and the imperative to deliver strong performance for shareholders.

Here’s the scorecard to watch