Vietnam Holding Ltd (VNH) invests in high-growth companies in Vietnam, focusing on domestic consumption, industrialisation, and urbanisation. Launched in 2006, VNH is a closed-end fund listed on the London Stock Exchange. The Fund provides investors with an attractive opportunity to participate in the exciting development of one of the world’s most promising frontier markets. 

Craig Martin, Executive Chairman, Dynam Capital

Craig has been involved in Vietnam for over 25 years. In 2005 he moved to Vietnam as an investment director and Head of Private Equity for Prudential Vietnam (now Eastspring), and led several notable investments. Prior to Prudential, Craig was a founding member of Standard Chartered Private Equity team, and in the 1990s ran a management consulting firm across Indochina. From 2010 to 2018 he was a managing partner and co-CEO of CapAsia, a private equity manager, investing across Asia's emerging markets.

Craig joined with Thinh in early 2018 to co-lead the establishment of Dynam Capital. Dynam has been appointed as the fund manager of VNH since 2018.

Craig has a Masters degree in Engineering from the University of York, UK, and a MBA with Distinction from INSEAD, and is a member of the Singapore Institute of Directors.

Foresight Solar is a closed-end investment company which develops, builds and operates solar farms and battery storage systems to provide income and generate growth for investors. At current share prices, FSFL’s prospective yield is over 12% on a fully covered dividend. The sustainability-focused fund contributes to energy affordability and security by investing in and managing 1 GW of renewable energy infrastructure in the UK, Spain and Australia, and a 1 GW proprietary development pipeline.

Toby Virno, Investment Manager

Toby joined Foresight Group in 2018. With nearly a decade’s experience in investment and financing of sustainable assets and projects, particularly solar and BESS, he is part of the Foresight Solar team delivering the Company’s investment mandate.

Smithson Equity Fund is a global equity fund focused on investing in high-quality small and mid-sized companies. Smithson seeks to deliver long-term capital growth by applying a disciplined, bottom-up investment approach, targeting businesses with enduring competitive advantages, high returns on capital, strong cash flow and the ability to reinvest capital to generate sustainable growth. Smithson adopts a long-term, concentrated portfolio strategy to compound shareholder value over time.

www.fundsmith.co.uk/sef

Simon Barnard, Portfolio, Smithson Equity Fund

Simon Barnard joined Fundsmith LLP in September 2017. He started his career at Goldman Sachs Asset Management in 2003 as a research analyst on the technology and industrial sectors. He moved to the consumer sector in 2008 and became the Global Lead Portfolio Manager for the consumer discretionary sector in 2012. In 2014 he was named Portfolio Manager of the "Global Income Builder Fund", a multi-asset strategy. Upon its launch in 2016 he became Portfolio Manager of the "Global Millennials Fund", a concentrated global equity growth fund. Simon has a First Class degree in Economics from Cambridge University and is a CFA charter holder.

Emma joined the Investment Trust research team at Winterflood in September 2015, after working for the Wealth Management Association for a year, and became Head of the team in August 2022. She graduated from the University of Nottingham in 2014 with an Economics degree and is a CFA® Charterholder.

https://www.winterflood.com/fundinsight

AVI Japan Opportunity Trust invests in a focussed portfolio of over-capitalised small-cap Japanese equities. Asset Value Investors leverages its four decades of experience investing in asset-backed companies to engage with company management and help to unlock value in this under-researched area of the market.

Nicola Takada Wood, Managing Director Japan

Nicola joined AVI in January 2025 as Managing Director Japan. She joins Asset Value Investors from Redwheel where she was Portfolio Manager and Portfolio Advisor of the Japan strategy. Prior to that she was responsible for Japanese Equity Sales at Mizuho International and Japanese Sales Trading at Goldman Sachs (Japan). Nicola has a BSc from University of London, SOAS.