The video reviews the Vietnam Opportunity Fund’s (VOF) performance for the fiscal year ending June 2024. The fund delivered an 8% total return, supported by strong listed equity performance and disciplined capital returns. Key holdings like FPT and Airports Corporation of Vietnam (ACV) led gains, while private equity investments faced valuation adjustments. The team emphasized their long-term, private equity-style strategy and outlined plans for portfolio recovery, new investments, and navigating Vietnam’s evolving economic landscape.
