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On April 28, Hubbis will hold a virtual discussion event that will focus on the rise of investment opportunities in Vietnam. Partnering Hubbis for the event is sole sponsor AQUIS Capital from Zurich.

The Background for the event is that Vietnam is a country on a formidable growth path, and that, albeit from a modest base, Vietnam is becoming an increasingly important country for inward portfolio investment by both leading asset management entities and also private investors.

But accessing the right investments and the right research and information requires specialists, hence the importance of actively managed funds such as the Lumen Vietnam Fund, which fulfil some of this rapidly rising investor demand.

Vietnam is home to more than 97 million people – the 14th largest population in the world – and the people are young, educated, and eager to work and succeed. These highly appealing demographics are proving a magnet for the growing number of global and international companies moving to Vietnam in recent years and bringing with them both large amounts of FDI and also technology and expertise.  

With low labour costs (roughly a third of those in China), with improving infrastructure, and dynamic development policies, Vietnam is quickly becoming the new workshop for the world as a manufacturing hub for goods ranging from furniture and footwear to home appliances and mobile phones.

This inward shift of manufacturing accelerated during the global pandemic, as international companies have sought to further diversify their production beyond China. But the trend is constant even should the pandemic fully abate, as costs and labour availability present such a compelling story for decision-makers.  

The country’s middle class of nearly 33 million people is expanding thanks to new work opportunities and rapid urbanisation, creating ever-growing demand across all consumer sectors: from property and construction materials to technology to consumer goods and services. As the economies grows and diversifies apace, so too the capital markets are expanding and the range of investment opportunities growing all the time.

To briefly summarise the key appeals, the country has robust political stability with broad support for the one-party system. Education is good an improving with a literacy rate of 95%. Technology adoption is high and rising. The internet economy is growing at almost 30% compound annually. Renewable energy is sharply on the rise, and key export sectors include: Smartphones & Accessories, Textiles & Footwear, Computers & Electrical Products and Machinery & Equipment.

Using its expertise to offer investors access to Vietnam, the managers of the Lumen Vietnam Fund UCITS strategy have built a roughly USD260 million fund today. It launched roughly a decade ago in 2012 and that invests with a bottom-up approach in listed companies in Vietnam, aim to achieve consistent long-term capital appreciation.

The core of the portfolio consists of small to medium size listed companies that demonstrate attractive growth characteristics and potential, as well as selected tactical allocation to selected undervalued large cap stocks. The fund is very proud of its strict ESG Investment criteria and only invests in firms that follow a strict rule in harmony with its core values.

Join us on April 28 to hear more of Vietnam’s formidable rise to economic prominence and to learn more of the significant equity market investment opportunities available.

Apr 28

Investing in Growth & Seeking Value in one of Asia’s Most Dy...

3.00pm - 4.00pm HKT/SGT

REGISTER
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Senior figures in Asian Wealth Management are speaking at this event

Mario Timpanaro

AQUIS Capital

Vuong Van Anh

Vietnam Holding Asset Management

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Event Agenda
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  • 15.00pm

    The experts will address some of these questions:

    • Why and how is Vietnam’s economy growing and diversifying so robustly?
    • What opportunities are there in the publicly traded equities market?
    • Are Vietnam’s capital markets maturing and if so, how and at what pace?
    • What investment themes and sectors offer the most compelling appeal for international investors?
    • How does Vietnam’s investment market compare to more advanced neighbours in ASEAN, and also compared to China and India?
    • What are the best ways to access the dynamic investment opportunities on offer?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Mario Timpanaro

    Fund Manager - Lumen Vietnam Fund

    AQUIS Capital

    Vuong Van Anh

    Chief Investment Officer

    Vietnam Holding Asset Management

  • 16.00pm

    Webinar Ends

Apr 28

Investing in Growth & Seeking Value in one of Asia’s Most Dy...

3.00pm - 4.00pm HKT/SGT

REGISTER
Speakers

Mario Timpanaro

AQUIS Capital

Vuong Van Anh

Vietnam Holding Asset Management

Apr 28

Investing in Growth & Seeking Value in one of Asia’s Most Dy...

3.00pm - 4.00pm HKT/SGT

REGISTER
Partners
Apr 28

Investing in Growth & Seeking Value in one of Asia’s Most Dy...

3.00pm - 4.00pm HKT/SGT

REGISTER