Interactive Investor

Andy Ho: The Richard Hunter Interview

VinaCapital’s Andy Ho on Vietnam’s investment potential and the VinaCapital Vietnam Opportunity Fund.

9th February 2021 08:51

Richard Hunter from interactive investor

Richard is joined by Andy Ho, chief investment officer at VinaCapital Investment Management, to talk Vietnam’s investment potential and how the VinaCapital Vietnam Opportunity Fund (LSE:VOF) has coped amid the coronavirus pandemic.

Highlights

01:05 – objectives of the fund

03:29 – whether it is a help or hindrance that Vietnam is relatively undiscovered in investment terms

07:07 – exposure to the export market to the US

08:58 – a closer look at some of the fund’s top holdings

12:26 – how the fund has held up amid the global Covid-19 backdrop

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