Portfolio Manager Petri Deryng’s Investor Letter in October 2018, which looks at the prospects of key portfolio companies in PYN Elite and draws conclusions from the last five stock market
In September, PYN Elite Fund advanced 4.2%, outperforming VNIndex which was up 2.8%. The fund was supported by MWG and our midcap stocks. It seems investors are increasing interested in
In August, PYN Elite gained 5.4% primarily supported by VND, HBC and HDB. VN Index advanced 3.5% on energy name GAS and banks. Trading volume remained subdued at $230m/day in
Portfolio Manager Petri Deryng’s Investor Letter in July 2018, reviewing the fall of Vietnam’s stock market and PYN Elite from their peak in the spring.