Ashoka WhiteOak Emerging Markets Trust: three years of AWEM

Loong Lim, Portfolio Manager of the Ashoka WhiteOak Emerging Markets Trust (AWEM), reflects on the trust's first three years, explaining how its differentiated portfolio construction aims to generate alpha through stock selection while mitigating broader market risks. He discusses how emerging markets have evolved, the team's approach to AI-related opportunities, and why they continue to find attractive investment ideas across a diverse range of countries and sectors.