Compared to emerging markets, the allocation from Europe to Vietnam is relatively modest, most likely due to market uncertainty and lack of local domain insights. However, through rapid economic growth and regulatory reforms, the country is overcoming these barriers. We believe the current underrepresentation of European investments makes this a promising time to establish a foothold in an evolving market.
At Kenno, we recognize the unique opportunity that Vietnam presents at this point in its long-term growth journey. That is why we diversify our portfolio with sustainable businesses across high-demand sectors such as consumer goods, real estate, technology, and healthcare. This thematic, value-oriented investment strategy has helped our fund outperform several peers and regional benchmarks over the past several years, achieving a gross IRR of 16.7% since its inception.
With our global reach and on-the-ground expertise, we're well-positioned to help investors capitalize on Vietnam through a well-researched, responsible, and actively managed investment approach. Should you need a closer look at investment opportunities in Vietnam, we invite you connect with us for more information and tailored advice.
Many professional investors across Europe diversify, but where are they looking next for real growth? In this article, we pull some insights from the latest report by the Investment Research Group, Finland's official fund database, to paint a picture of the country's investment environment as well as general trends that reflect a growing interest from European institutional investors in emerging economies.
As an asset manager with roots in the Finnish investment landscape, Kenno also aims to provide those among our readers who are not yet familiar with emerging markets with a glimpse of Vietnam— a Southeast Asian country with stable geopolitics, a thriving economy, and a developing stock market that offers high growth potential at a reasonable price.