“Private Banking Magazin talks in their first issue of 2023 about
Lumen Vietnam Fund – the tiger in your portfolio.
Private Banking Magazin knows that they exist: the funds whose managers stand out from the crowd. Finding them is time-consuming and requires know-how. A job for fund analysts as 2022 served investors a toxic cocktail of inflation, interest rate increases, fears of recession and geopolitical uncertainties. Investments outside mainstream offer good entry opportunities including topics of regions that are still under the radar of many investors, despite attractive prospects. In the past few months, we have been made aware of Vietnam. Reason enough to take a close look at the country on the Mekong”. Click on the link for full information.
We are happy to inform you that
We are proud of this achievement and are excited for the future milestones. A big thanks to our investors for believing in us, our team’s dedication that has made this company thrive and our business partners who supported us during these amazing 10 years.
Dedicated and Professional
Tailored Value Investment Discovery in Vietnam
Decades of industry expertise
Disciplined value investment combined with active portfolio trading
Agile portfolio management to yield optimal return
VIETNAM HOLDING ASSET MANAGEMENT (VNHAM) is a Cayman Islands based investment advisor with a representative office in Ho Chi Minh City.
As an active investment advisor with a fundamental and value based approach, VNHAM seeks attractive risk-adjusted returns by combining rigorous financial analysis with interactive sustainability research.
Ho Chi Minh City – Representative Office
The Ho Chi Minh City team is headed by Mr. Luong Cong Minh, Head of Research and Ms. Nguyen Thi Nga, Head of Portfolio Advisory of VNHAM.
In a frontier market like Vietnam, it is essential for an investment company to have staff on the ground. VNHAM has always strived to hire qualified and motivated professionals, who share our distinctive values.
Ms. Vuong Van Anh joined VNHAM Hanoi in November 2007 as Financial Controller. In early 2010 she relocated to Ho Chi Minh City as Investment Analyst and main ESG integration process coordinator. Her strong financial background includes four years’ experience as Senior Auditor for PricewaterhouseCoopers (Vietnam) and more than seven years in investment roles within VNHAM. Van Anh was promoted to Investment Manager in December 2011, to Senior Investment Manager in June 2014 and Chief Investment Officer in June 2018.
Van Anh holds a BA in economics from Hanoi Foreign Trade University and an executive MBA from the Singapore Management University. She is member of the Association of Chartered Certified Accountants (UK).
Mr. Luong Cong Minh joined VNHAM in October 2013 and previously worked in the IT industry for 6 years in the US. Over his IT career, he worked for Microsoft Corporation in Redmond, Washington state. At Microsoft, his final position was Senior Software Design Engineer in Test. Before Microsoft, he worked as Software Quality Assurance Engineer at Paychex, a well-known HR outsourcing company in Rochester, New York. On Minh’s return to Vietnam in 2011, his first post was Investment Manager at Mirae Asset Management in Ho Chi Minh City before joining Vietnam Holding Asset Management as also Investment Manager in 2013.
Minh holds a BSc in Management Information Systems from the Rochester Institute of Technology and a MBA from Seattle University. He passed the CFA Level II requirement exam in 2015.
Ms. Nguyen Thi Nga joined VHHAM in September 2017 and the investment management industry in 2008. She started her career as Investment Analyst at Viet Capital Asset Management, following which she was promoted to Senior Investment Analyst in 2009. After approximately four years at Viet Capital Asset Management, she continued her studies in the United States as Fulbright scholar in the MBA program at Willamette University. Nga spent 4 years at Korea Investment Management Company – one of the largest asset management companies in Vietnam with AUM around US$1.3bn.
Nga holds a BA in economics from Hanoi Foreign Trade University and an MBA from Willamette University.
Ms. Tran Kim Phuong joined VNHAM in August 2010 with more than 10 years’ experience in administrative and management support functions in significant organisations. They include the Consulate General of Switzerland in Ho Chi Minh City, Wafler Diagnostics AG (Switzerland), Long Thanh Golf & Residential Estate, Johnson Controls (USA), and Viettel Telecommunication Corporation.
Phuong earned a BSc in English from the University of Can Tho, a BS degree in Business Administration from the HCM City Open University, and a MBS in Human Resource Management at the joint program of Massey University, New Zealand and the University of Economics HCM City – International School of Business.
Ms. Nguyen Quynh Mai joined VNHAM in September 2013. Prior to joining Vietnam Holding Asset Management Mai worked as Head of the Analysis and Control Department of FPT Online Joint Stock Company. Previously she held several positions at the Audit & Tax Department of KPMG Vietnam.
Mai obtained her Bachelor of Science degree with a major in Foreign Economics from the Ho Chi Minh City Foreign Trade University.
Mr. Truong Tuan Ky joined VNHAM in November 2018. He has more than 7 years of banking and finance experience, of which 3 years as a project staff member at United Overseas Bank, Ho Chi Minh City Branch. After that he was a trader at Rong Viet Securities and Horizon Securities for four years before joining Vietnam Holding Asset Management.
He graduated from Vietnam International University Ho Chi Minh City with a bachelor’s degree in Accounting and Finance.
Ms. Bui Thi Huong Lan joined VNHAM in October 2020. She started her early working career as an intern of Research and Consulting department at CBRE Vietnam, Hanoi Office. She was ex-Investment Data Officer of VNHAM for nearly 6 months from early 2018, then joined Dynam Capital for 2 years as an Investment Data Analyst cum ESG Analyst before re-joining VNHAM as an Investment Research.
Lan holds a B.A Finance and Banking from Vietnam National University, Hanoi and MSc in Finance of Strathclyde Business School, Glasgow, UK. She is currently a CFA level III candidate.
Ms. Pham Anh Thu joined VNHAM in July 2021. She started her career as an intern at the Strategic Department of Vietnam Investments Group, one of the largest private equity fund in Vietnam, right after her graduation in June 2017. Thu moved on to Viet Dragon Securities as an equity research analyst in early 2018. Her last post before VNHAM was with Ho Chi Minh City Securities, where she further honed her equity research skill.
Thu holds a Bachelor degree in Business Economics from Foreign Trade University in Ho Chi Minh City Campus and already passed the CFA Level 2.
|Name:||NGUYEN DAC PHU THANH|
|Joining date:||July 2022|
Mr. Nguyen Dac Phu Thanh joined VNHAM in July 2022. He started his career as Investment Analyst at Viet Capital Securities in 2016 and was promoted to Senior Investment Analyst in 2020. After four years at Viet Capital Securities, Thanh spent two years at Korea Investment Management, one of the largest asset managers in Vietnam with total assets under management of USD 1.3bn approximately.
Thanh holds a Bachelor of Arts in Finance and Banking from Ho Chi Minh International University – Vietnam National University.
LUONG CONG MINH
Head of Research
NGUYEN THI NGA
Head of Portfolio Advisory
BUI THI HUONG LAN
PHAM ANH THU
NGUYEN DAC PHU THANH
NGUYEN QUYNH MAI
Trading Co-ordination Manager
TRUONG TUAN KY
Advisory & Analytics Manager
TRAN KIM PHUONG
If you would like to get in touch with us, please reach out to us and we’ll get back to you.
VietNam Holding Asset Management
Mario Timpanaro – Director
Collas Crill Corporate Services, Willow House, Cricket Square,
PO Box 709, Grand Cayman KY1-1107, Cayman Islands
Tel: +423 788 00 66
Ho Chi Minh City – Representative Office
VietNam Holding Asset Management
Nguyen Thi Nga – Head of Portfolio Advisory
Zen Plaza, Floor 1, Unit 106, 54-56 Nguyen Trai, Ben Thanh Ward, District 1, Ho Chi Minh City, Vietnam
Tel: +84 28 3929 1511 Fax: +84 28 3929 1512