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