Why invest in ETFs

Vietnam’s economic growth has positioned the country as one of Asia’s most dynamic expansion stories. Supported by structural reforms, rising foreign direct investment and a rapidly growing consumer base, Vietnam has achieved consistently strong GDP growth over the past decade. For long-term investors, this economic momentum provides a solid foundation for equity market development.

A key characteristic of Vietnam economic growth is its increasing quality and sustainability. While exports and manufacturing remain important drivers, domestic consumption, productivity gains and services expansion are playing a growing role. This balanced growth profile enhances economic resilience and supports long-term corporate earnings growth.

From an equity market perspective, Vietnam’s economic expansion is gradually translating into improved financial performance among listed companies. Rising revenues, expanding margins and improving governance standards strengthen the investment case for active equity strategies. At the same time, Vietnam remains underrepresented in global indices, creating inefficiencies that active managers can exploit.

Aquis Capital focuses on active equity strategies designed to capture the benefits of Vietnam’s structural growth. The investment approach emphasizes bottom-up research, valuation discipline and long-term value creation. By selecting companies aligned with the country’s economic transformation, portfolios can benefit directly from Vietnam economic growth.

Vietnam’s role within global supply chains has also expanded significantly. Ongoing relocation of manufacturing capacity and increased trade integration reinforce the country’s growth trajectory and create opportunities across multiple sectors, including industrials, consumer goods and financial services.

From a portfolio construction standpoint, Vietnam offers diversification benefits. Economic growth in the country is increasingly driven by domestic factors rather than external cycles alone, reducing correlation with developed markets and enhancing portfolio resilience.

For investors seeking long-term exposure to Asia’s growth, Vietnam represents a compelling opportunity. Through active management, disciplined risk control and deep local expertise, Aquis Capital provides structured access to the long-term value creation potential generated by Vietnam’s economic growth.

Frontier markets funds provide investors with exposure to economies at an early stage of capital market development. These markets often sit between low-income economies and traditional emerging markets, offering higher growth potential driven by structural reforms, demographic expansion and increasing integration into global trade networks.

Unlike developed markets, frontier markets are characterized by limited analyst coverage, lower liquidity and evolving regulatory frameworks. These features create inefficiencies that passive investment strategies struggle to address. An actively managed frontier markets fund is designed to exploit these inefficiencies through fundamental research, selective stock picking and disciplined portfolio construction.

Vietnam represents a core example within the frontier markets universe. Strong economic growth, rising foreign direct investment and ongoing market reforms have positioned the country as a key beneficiary of global supply chain diversification. Despite this progress, Vietnam remains underrepresented in many global indices, reinforcing the case for active investment approaches.

Aquis Capital specializes in active equity strategies focused on Vietnam and selected Asian frontier markets. The firm’s investment philosophy emphasizes bottom-up research, corporate governance assessment and long-term earnings potential. Portfolios are constructed independently of benchmark constraints, enabling high-conviction positioning within a frontier markets fund framework.

Risk management is a critical component of frontier market investing. Currency volatility, political developments and liquidity constraints can significantly impact returns. Active management allows portfolio managers to adjust exposure dynamically, manage downside risks and maintain flexibility across market cycles.

From a diversification perspective, frontier markets offer attractive benefits within global portfolios. Economic growth in these markets is increasingly driven by domestic consumption and structural transformation, reducing correlation with developed markets over time.

In a long-term asset allocation context, a frontier markets fund provides access to early-stage growth opportunities that are often unavailable through traditional investment vehicles. By combining regional expertise with institutional-grade governance and disciplined risk management, Aquis Capital offers investors a structured pathway to participate in the next phase of Asia’s economic development.

Investing in Asian emerging markets provides access to some of the most dynamic economies worldwide. The region benefits from powerful structural drivers such as population growth, urbanization, industrial expansion and rising domestic consumption. For long-term investors, Asia’s emerging and frontier markets represent a strategic opportunity to participate in global economic transformation.

Compared to developed markets, Asian emerging economies offer higher growth potential but also greater complexity. Differences in regulation, market maturity and corporate governance create inefficiencies that passive investment approaches often fail to capture. Actively investing in Asian emerging markets allows investors to navigate these complexities through selective capital allocation and fundamental research.

Vietnam stands out as a core market within emerging Asia. Strong GDP growth, increasing foreign direct investment and ongoing capital market reforms have positioned the country as a key beneficiary of global supply chain realignment. Despite these fundamentals, Vietnam remains underrepresented in many global benchmarks, reinforcing the case for active management.

Aquis Capital specializes in active equity strategies focused on Vietnam and selected Asian growth markets. The investment philosophy emphasizes bottom-up research, valuation discipline and long-term value creation. This approach enables investors to invest in Asian emerging markets in a structured and risk-controlled manner, independent of benchmark constraints.

Risk management plays a central role in emerging market investing. Currency fluctuations, political developments and global monetary conditions can impact markets unevenly. Active strategies allow portfolio managers to adjust exposure dynamically and manage downside risks more effectively than passive solutions.

From a portfolio diversification perspective, Asian emerging markets offer attractive benefits. Growth in the region is increasingly driven by domestic demand and structural reform rather than external cycles alone. This can reduce correlation with developed markets and enhance portfolio resilience.

In an environment defined by structural change and higher volatility, investing in Asian emerging markets represents a long-term strategic allocation. By combining regional expertise with institutional-grade governance and disciplined risk management, Aquis Capital provides investors with a professional pathway to access Asia’s long-term growth potential.