Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
In this episode of the Kepler Trust Intelligence Podcast we speak to Dominic Scriven, the founder of Vietnam-based asset manager Dragon Capital.
Dominic founded Dragon shortly after arriving in Vietnam in the early 1990s and has seen the country change dramatically in the intervening 30 years.
Dragon is also responsible for managing Vietnam Enterprise Investments (VEIL), a closed-ended fund which has been operational since the 1990s but only listed on the London Stock Exchange in 2016.
In the podcast we discuss why Dominic moved to Vietnam, how the country has changed since he set up Dragon, and what investors can expect when investing in companies listed in the Southeast Asian country.
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