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
by 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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