Vinacapital Vietnam Opportnty Fd Ltd (VCVOF) Q2 2025 Earnings Call Transcript

2025-04-03 08:01:37 ET

Vinacapital Vietnam Opportnty Fd Ltd (VCVOF)

Q2 2025 Earnings Conference Call

March 31, 2025 05:00 AM ET

Company Participants

Eric Levinson - Head, Business Development

Michael Kokalari - Chief Economist

Khanh Vu - Portfolio Manager, Vietnam Opportunity Fund

Conference Call Participants

Presentation

Operator

Good morning, ladies and gentlemen, and welcome to the Vinacapital Investor Presentation. Throughout today's meeting, investors will be listen-only mode. [Operator Instructions] The company may not be in a position to answer every question received during today's meeting. However, the company can review questions submitted today and will publish responses where it's appropriate to do so. Before we begin, we'd like to submit the following poll, and I'm sure the company will be most grateful for your participation.

I'd now like to hand over to Eric Levinson, Head of Business Development.

Eric Levinson

Good afternoon. My name is Eric Levinson with Vinacapital, and we're excited to present today for the investor meet company presentation. Today, our agenda is as follows; I'll do a quick introduction to Vinacapital. We'll then have Michael Kokalari, our Chief Economist, present the opportunity in Vietnam and the economy. And then finally, Khanh Vu, Portfolio Manager of the Vietnam Opportunity Fund, will talk about how we invest in Vietnam to really take advantage of the great opportunities with the growing economy.

Now, first, a quick introduction to Vinacapital. We've been invested in Vietnam for over 21 years. We currently manage about $3.7 billion. And it's interesting here, we're unique in Vietnam that we have about 200 professionals, and we have a multi-asset class platform. We manage equities, fixed income, private equity, venture capital, real estate, energy, and carbon.

And we mentioned that because what it does is we have a very collaborative team. And so even though today, Khanh will talk about what the Vietnam Opportunity Fund does in both private equity and equity, the fact that we manage all of the other asset classes and each of those asset classes have dedicated teams, gives Vinacapital, additional insights, additional information to ultimately make the best decisions for the Vietnam Opportunity Fund.

So, with that, I'm going to turn the call over to Mr. Michael Kokalari, who will introduce you to the Vietnam economy.

Michael Kokalari

Thanks Eric. Okay. So, I think a lot of you will have heard about the buzz that's happening in Vietnam peripherally and the newspaper pops up in some newspaper articles occasionally. And what I want to do is just start by giving kind of the main snapshots, what we think are kind of the main things that investors should be aware of because, again, the awareness that a lot of people have, particularly in Europe is sort of periphery awareness. Like, yes, that country is buzzing, but what is it all about?...

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