History
-
16/20
yearsOutperforming VNIndex -
14.3
%Annualized Return
Since Inception
Net of Fees -
8.2
%Outperforming VNIndex's
Annualized Return
Since Inception
Vietnam
A dynamic and growing South East Asian nation
- Over a hundred million population and half of that of working age
- A stable political environment with pro-growth policies
-
In the last 10 years:
- The economy grew faster than every EM country other than China
- The local currency (VND) outperformed the EM currency basket vs the US$ by 17.7%
- Vietnam’s stock market outperformed EM by 10.3% pa
At the “Tipping Point”
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of becoming a key strategic link in the global supply chain with
- close proximity to large Asian manufacturers (China, Taiwan, Japan, Korea),
- relative cheap manufacturing labor, favorable policies and free trade agreements, and
- FDI consistently reaching new highs, most of which is pouring into the manufacturing sector in recent years.
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of a burgeoning consumption society with
- rapid formation of a middle class which is expected to reach 35 mm in 2035, and
- increasing income and urbanization supporting robust retail sales.
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of an emerging equities market in all aspects but name.
- Retail participation remains low at 8 percent and has just begun to pick up.
- Growing disposable income and increasing awareness of personal finance should attract more local investors to the stock market.
- Policy makers are making strides to upgrade Vietnamese stock market to Emerging status.
Our Team
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PETER RYDERGroup Executive Chairman
40 years of investment experience across real estate, equities, and M&A advisory
Spent 36 years in Asia, including 32 years in Vietnam
Director, Salomon Brothers, real estate finance and M&A, NY and Tokyo
M.A in Anthropology, University of Pennsylvania
B.A in Anthropology, Beloit College
Founded Indochina Capital 1999
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DIEP NGUYENChief Investment Officer
17 years of experience in listed and private equity
Auditor at KPMG for 3 years working with multinational corporations
B.A. in Accounting from University of Economics, Vietnam
CFA charter holder
ACCA member
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HOA TRUONGGroup Co-CEO and CFO
CPA, Australia
15 years of experience in finance and accounting
B.A in Accounting from Cal Poly Pomona
MBA, University of Hawaii
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TU PHAMInvestment Analyst
5 years of experience in investment and various industries
Sell side analyst for three years, covering materials and pharmaceuticals segments, and corporate financial analyst in a real estate group for one year
B.A. in International Finance from Foreign Trade University
CFA III candidate
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VAN NGUYENPortfolio Analyst
15 years of experience in investment and finance
Lecturer at University of Finance – Marketing for 3 years
B.A in Accounting & Auditing from University of Economics Ho Chi Minh City
M.A in Corporate Finance from University of Economics HCMC