The UK Investor Magazine was delighted to welcome Craig Martin, Chairman of Dynam Capital, the fund manager of Vietnam Holding, back to the podcast for a fascinating instalment of Vietnamese economic and portfolio construction.

Explore Vietnam Holding in the UK Investor Magazine Investment Centre

At the time of recording, Vietnam Holding shares were just a whisker away from a record high which was set just a few days prior.

We discuss the key economic data behind Vietnamese equities’ ascendancy and the positioning AAA-rated managers at Dynam Capital have taken to drive significant outperformance compared to the benchmark.

Craig provides an overview of Vietnam Holding’s high-conviction portfolio detailing specific companies and core investment themes.

Hosted on Acast. See acast.com/privacy for more information.