Silent revolution
Vietnam Holding (VNH) has quietly undergone a major overhaul during the last two years, making it more shareholder-friendly and putting it on a stronger footing (see pages 4 and 5). However, in a world that is increasingly conscious of corporate responsibilities, it is VNH’s strongly-held environmental, social and corporate governance (ESG) principles that might be the key attraction for prospective investors. These are right at the core of its investment process (it is a signatory of the United Nations Principles for Responsible Investment – see page 12). The manager believes that investee companies that focus on these will provide superior performance over the longer term. Vietnam benefits from a number of major structural growth drivers (the manager believes that Vietnam can become a top 20 global economy by 2050) and, at present, valuations are close to long-term averages. In a bid to capture the benefits of this growth, VNH’s portfolio is focused on three key themes: industrialisation, the consumer and urbanisation.
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