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.

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