The Kenno Vietnam Fund aims to deliver consistent and attractive returns through active portfolio management. It invests in high-potential businesses that are inexpensive by fundamental standards or offer above-average growth prospects at reasonable valuations.

The strategy is benchmark agnostic and aims to maximize the medium to long-term return through controlled risk-taking and substantial company exposure. However, the timing of the potential value increase is uncertain, so the focus is on forecasting the total return of the investment. As a result, the fund’s performance may substantially deviate from the general development of the securities market.

The fund has a flexible mandate, focuses on Asia, and may invest in more than one or two countries at the same time if deemed necessary. It can take extraordinary measures to access investment opportunities that benefit its investors, such as investing in other collective investment schemes or engaging with the fund’s investee companies to realize their full potential.

Tailwind Partial

Loading your portal...

Contact Kenno