Professional
Added to YB: 2026-02-18
Pitch date: 2026-02-13
VOF.L [neutral]
VinaCapital Vietnam Opportunity Fund Limited
+3.26%
current return
Author Info
Wexboy writes a blog about value investing, mostly in UK, Irish and US listed stocks. Sign up for the newsletter.
Company Info
VinaCapital Vietnam Opportunity Fund Limited specializes in growth equity investments. The fund seeks to invest 80 percent of its portfolio in private equity and 20 percent in equitization projects will be re-allocated to listed shares.
Market Cap
GBP 801.2M
Pitch Price
GBP 4.60
Price Target
N/A
Dividend
2.27%
EV/EBITDA
N/A
P/E
-19.26
EV/Sales
5.74
Sector
Capital Markets
Category
growth
Wexboy 2025 Annual Review…Clawing My Way Back In Black - VinaCapital Vietnam Opportunity Fund
VOF.L (holding update): Flat 2025 (+2.4% div) despite VN Index +30% rally. NAV discount 21%, down from 23%. Portfolio under-performed due to mix (86% equities, 11% PE, 80% from private origins vs index Vingroup/Gelex winners). New PM Khanh Vu post-Andy Ho. 10%+ buyback. Vietnam bullish: 7% GDP, 13 P/E vs 18% earnings growth, FTSE EM upgrade Sept. Trust but verify.
Read full article (3 min)