Phu Hung Vietnam Select Investment Fund
The Fund’s investment objective is to obtain stable asset appreciation for the Investors in the medium and long term. Most of the Fund’s investment will be focused on securities currently and to be listed on the Vietnamese stock market.
The Fund will allocate assets into two types of position.
1) Long-term core holdings: We seek to invest in companies with long-term sustainable competitive advantages which includes cost advantage, customer switching cost, efficient scale, intangible asset and network effect.
2) Tactical satellite positions: We also invest in companies benefit from secular trends/companies with attractive valuations/companies with high earnings qualities.
In addition to stock selections (bottom up analysis) that most traditional asset managers focus, we also emphasize top-down analysis, portfolio construction, and risk management. Quantitative techniques will be utilized throughout the whole investment process.
Authorized Service Providers
|Bank for Investment and Development of Vietnam JSC (BIDV)
|Vietnam Securities Depository
|VNDirect Securities Corporation and Phu Hung Fund Managent JSC,
Board Of Fund Representatives
|Ms. Tsai, Hsiu-Li
|Independent member – Chairman of the Board of Representatives of the Fund
|Ms. Lan, Wan-Chen
|Ms. Nguyen Thi Trang
|Mr. Nguyen Hoai Son
|Director of Investment Department
|Ms. Ho Thuy Ai
|Head of Investment Department