Disclosure – Independent Investment Research
This is independent research issued by Kepler Partners LLP. The analyst who has prepared this research is not aware of Kepler Partners LLP having a relationship with the company covered in this research report and/or a conflict of interest which is likely to impair the objectivity of the research and this report should accordingly be viewed as independent.
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.