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Transcript

Traversing the Tariffs

Vietnam Holding Webinar 11th April 2025

Dynam Capital - a CityWire Triple A fund manager - hosted a webinar on VietNam Holding Limited ('VNH' or the 'Company'), the award-winning London listed fund investing in Vietnamese equities on Friday 11 April 2025 at 10:00 AM UK time.

VNH has recently issued its interim statement and Dynam presented an update on the Vietnam market and the outlook for the fund. During the webinar, Dynam discussed the impact of President Trump’s tariffs on Vietnam and its strategy for managing the associated risks within the portfolio.

VNH invests in high-growth companies in Vietnam, focusing on domestic consumption, industrialisation, and urbanisation. Launched in 2006, VNH is a closed-end fund listed on the London Stock Exchange. The Fund provides investors with an attractive opportunity to participate in the exciting development of one of the world’s most promising frontier markets.

During the period 1 July 2024 to 31 December 2024, The Fund delivered a strong NAV per share return, contributing to a full year market beating NAV per share growth of 16.5%. Citywire continued to name the fund ‘the best emerging market single-country fund’ in November 2024 and award the investment manager’s team a coveted triple-A performance in March 2025.

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