ShareSoc Webinar with VietNam Holding Limited 17 Oct 2023

Company: VietNam Holding Limited (VNH)
Date: 17 October 2023
Time: 5pm
Presenter: Craig Martin, Executive Chairman of Dynam Capital – Fund manager of VNH

Company description: Vietnam Holding (VNH) invests in high-growth companies in Vietnam, focusing on domestic consumption, industrialisation, and urbanisation. Launched in 2006, VNH is a closed-end fund listed on the London Stock Exchange.
As of 30 June 2023, the Fund has outperformed the benchmark VNAS on 1, 3, 5 and 10-year measures. It provides investors with an attractive opportunity to participate in the exciting development of one of the world’s most promising frontier markets.
VNH has established itself as a leader in responsible investing activities in Vietnam. VNH has been a signatory of the Principles of Responsible Investing (PRI) since 2009 – the first investor in Vietnam to be a signatory. Most recently, the Fund received five-star scores for its 2021 PRI reporting.

Presenter bio:
Craig Martin, Executive Chairman of Dynam Capital – Fund manager of VNH
Mr. Martin has over 30 years of business building, investment experience and fund management in emerging markets. He has lived and worked in Southeast Asia since 1993, living in Cambodia, Vietnam, and Singapore, and has invested in many sectors across Asia.
Prior to co-founding Dynam Capital in early 2018, Mr. Martin was co-CEO of CapAsia, a Singapore headquartered private equity fund manager, focusing on investments in Asia’s emerging markets. Prior to CapAsia, Mr. Martin was Head of Private Equity for Prudential Vietnam (now Eastspring), and previously part of the founding management team at Standard Chartered Private Equity (now Affirma Capital).
Mr. Martin has a master’s degree in engineering from the University of York, UK and a MBA with Distinction from INSEAD, and is a member of the Singapore Institute of Directors. And the Singapore Fund Directors Association.

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October 17, 2023

Group description:	Our focus is on UK listed, high dividend yield individual stocks, although high yield investment trusts/REITS which are of interest to members will also be covered. This group is suitable for members with existing fundamental investing experience (at least 2 years), with a keen interest in discussing in some detail the underlying business, financial performance and future prospects of individual income stock ideas.
Meeting Type/Venue:	Meetings are held online.
Meeting Frequency/Timing:	Meetings are held every 6 weeks from 4pm to 6pm on a Monday.

Group description:	The Equity Income Group welcomes investors of all levels of experience, from beginners to advanced. The focus of meetings is on dividend paying Investment Trusts, though there is also discussion around individual shares.
Meeting Type/Venue:	Meetings are held online.
Meeting Frequency/Timing:	Meetings are held every 6 weeks on a weekday between 7 and 9pm.

Group description:	A welcoming group open to all types of investors. Typical meeting content is to have a deep dive presentation on a topic selected by the participants and a session on buy/ sell/ key lessons learnt last month.
Meeting Type/Venue:	In person at a friendly pub close to Piccadilly Circus
Meeting Frequency/Timing:	Monthly during the evening on the first Wednesday of the month.

Group description:	Our group is a broad church that contains investors of varying experience. Our members’ backgrounds are diverse and include corporate banking, engineering, teaching and the leisure industry. We generally pick a discussion topic for every meeting, e.g. housebuilders or the defence industry, and members are invited to research and discuss different aspects or companies within that industry. We also discuss stocks and investment trusts that we have bought, sold or are interested in and the reasons behind our decisions, and try to make sense of the ever changing investment environment. Discussions are robust and challenging but we are a friendly and approachable group who welcome investors of all levels – we just ask that you contribute, at whatever level you can.
Meeting Type/Venue:	Our meetings are held in a private room at a nice pub near to South Ealing tube station (Piccadilly Line), not far from Ealing Broadway (District, Central and Elizabeth Line).
Meeting Frequency/Timing:	We meet every 2 months, usually on a Wednesday morning at 11am.

Group description:	All levels of experience welcome. A typical meeting agenda includes: – Macro Environment – Trades: Members review existing positions and identify securities with promising TA entry patterns or setups and with suitable risk/reward. Any security, long, short, futures, options may be considered. The convener takes actual positions in trades and maintains his own detailed ledger, accurately measuring performance of individual securities and cumulative activity. Members are notified by e-mail prior to the entries or exits that are decided upon. Following each meeting an updated copy of the ledger is circulated together with the next meeting agenda. Members may wish to maintain similar ledgers of their own but there is no obligation to do so. – Technical Analysis: Techniques and systems used in trades. Members can request discussion of particular aspects of TA.
Meeting Type/Venue:	Online via Zoom
Meeting Frequency/Timing:	The first Tuesday of every month from 7 to 9pm

Group description:	Our group members have wide ranging investment experience and work backgrounds. Discussion topics include reviewing our recent stock or collective investment buying and selling activity, plus what we are considering buying or selling and the reasons for our decisions. We also have a wider discussion on where we think opportunities might arise in the next few months and what we think needs to be avoided. Members occasionally lead discussions on specific topics such as recent events attended, articles or books of interest and sources of investment ideas and information.
Meeting Type/Venue:	During the pandemic our meetings were held on Zoom, but we have now resumed meeting in person at a location a few miles to the west of Colchester. Most meetings will now be in person, but it is possible that occasional meetings will be held on Zoom in special circumstances.
Meeting Frequency/Timing:	We meet midweek every two months. Zoom meetings run for about two hours from 10.30am and in person meetings from 11am until about 3pm, including a break for lunch.

Group description:	An online group for those who are new to investing. Including topics such as how to buy and sell shares, unit trusts, investment trusts, exchange traded funds and diversification, tax and how to save it, pensions, portfolio management and research tools, other asset classes and basic technical analysis.
Meeting Type/Venue:	Online using Zoom.
Meeting Frequency/Timing:	Meetings are usually held on the 1st Monday of the month at 7:15pm.

Group description:	Group focused on active investing, primarily in small / medium cap UK equities.
Meeting Type/Venue:	Regular Zoom meetings interspersed with occasional face to face meetings and social activities in the North West.
Meeting Frequency/Timing:	Monthly on Saturdays at 10am.

Group description:	Our group covers a wide spectrum of mainly stock market investing and trading from equities – which include shares, ETF’s Investment and Unit Trusts. We normally rotate the meeting chairperson (responsible for creating, with member’s help, suitable agendas) and a meeting presenter (members take it in turns to provide a 15 to 45 minute presentation on a subject of their choice). Various investing topics of interest are regularly discussed such as software, brokers, investing categories and markets and any related topics of interest.
Meeting Type/Venue:	Meetings will be returning to in-person in a private room at a West London golf club, close to an underground station. In the meantime monthly video calls and an in-between meeting email group will continue.
Meeting Frequency/Timing:	In-person meetings will be held on the second Wednesday of each month in the afternoons, following a golf club one course lunch.

ShareSoc Webinar with VietNam Holding Limited 17 Oct 2023

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ShareSoc Webinar with VietNam Holding Limited
17 Oct 2023