Lumen Vietnam Fund – Active Investment in Growth

The Lumen Vietnam Fund represents AQUIS Capital’s active and research-driven approach to one of Asia’s fastest-growing economies. Based in Zurich, the fund combines disciplined stock selection with local expertise to generate superior long-term performance. Vietnam’s ongoing transformation from a manufacturing hub to a diversified, innovation-driven economy creates an ideal environment for active equity investors.

Fundamental Investment Philosophy

The Lumen Vietnam Fund is built on bottom-up fundamental analysis. The portfolio focuses on high-quality, undervalued companies with solid financial structures, transparent governance, and sustainable growth prospects. AQUIS Capital’s local partnerships and on-the-ground insights enable precise understanding of Vietnam’s corporate landscape, identifying businesses positioned to benefit from long-term structural change.

Growth Drivers and Market Outlook

Vietnam’s economic trajectory is supported by rising exports, industrial relocation, and expanding domestic consumption. Sectors such as financial services, consumer goods, infrastructure, and renewable energy remain key engines of growth. With its disciplined investment process and active engagement, the Lumen Vietnam Fund provides investors with a unique opportunity to participate in Vietnam’s economic modernization.

ESG Integration and Responsible Investing

ESG considerations are fully embedded in AQUIS Capital’s investment framework. The fund emphasizes transparency, responsible management, and sustainable business models — aligning profitability with social and environmental impact.

Long-Term Perspective

As Vietnam progresses toward emerging-market status, its capital markets are becoming more sophisticated and internationally accessible. AQUIS Capital’s Lumen Vietnam Fund continues to deliver long-term value through active management, sustainability focus, and a deep understanding of the Vietnamese economy.