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

Vinacapital Vietnam Opportnty Fd Ltd (OTCPK:VCVOF) Q2 2025 Earnings Conference Call March 31, 2025 5:00 AM ET

Company Participants

Eric Levinson – Head, Business Development
Michael Kokalari – Chief Economist
Khanh Vu – Portfolio Manager, Vietnam Opportunity Fund

Conference Call Participants

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