In this episode, we take a closer look at the full-year results from Ashoka WhiteOak Emerging Markets, which has the ticker AWEM.
We dissect AWEM's impressive total returns in the 12 months to 31 March 2026, highlight its top contributors, outline why we think its fee structure aligns management with shareholders and find out which new holdings were added during the year.
00:00 Introduction
00:26 Impressive returns and top contributors
01:21 Benefits to shareholders of AWEM's fee structure
02:58 How total assets have more than doubled
03:19 Why emerging markets remain attractive
03:37 New additions to the portfolio and proprietary analytical frameworks
04:08 Why we like AWEM's differentiation
04:41 Further information
04:57 Risk warning
Please note that this video was recorded on 22 July 2026.
