Background:
Client is a Dutch asset management and fund company specialized in frontier and emerging markets.
Client is fund manager with a 6 global funds. In 2009 it started a Vietnam equity fund. NWC has been involved from the start, being the local analyst. The fund was one of the first / few open end funds for Vietnam.
Approach:
NWC is the local analyst for the fund:
- Support in daily business
- Company visits
- AGM visits
- Info
- Local presence
Facts:
- Performance 2015: +12,12%
- Performance 2014: +27,39%
- Performance 2013: +37,85%
- Performance 2012: +17,57%
Impact:
- Fund is one of the best performing Vietnam focused funds
- Since 2009 steady performance, outperforming bench market