Client Portal

Client Portal

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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Three Years in, we Reflect on What Makes Us Different

Three Years in, we Reflect on What Makes Us Different

Insights

Access to this page is for Aikya clients only, please contact clients@aikya.co.uk to request access.

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Public Bank: A Business Built Through Stewardship

Public Bank: A Business Built Through Stewardship

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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The Power of Organisational Culture

The Power of Organisational Culture

Insights

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Governance Matters

Governance Matters

Insights

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The Art and Science of Downside Protection

The Art and Science of Downside Protection

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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Podcast: Soul in the Game

Podcast: Soul in the Game

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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Sustainability Impact Report – 2021

Sustainability Impact Report – 2021

Insights

Access to this page is for Aikya clients only, please contact clients@aikya.co.uk to request access.

There is no excerpt because this is a protected post.
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Safaricom: Evaluating downside risks

Safaricom: Evaluating downside risks

Insights

Access to this page is for Aikya clients only, please contact clients@aikya.co.uk to request access.

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Advantech: Investing for the Long-Term

Advantech: Investing for the Long-Term

Insights

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China: Emperor’s Foie Gras

China: Emperor’s Foie Gras

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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The Promise of Emerging Markets

The Promise of Emerging Markets

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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Sustainability Impact Report – 2020

Sustainability Impact Report – 2020

Insights

Access to this page is for Aikya clients only, please contact clients@aikya.co.uk to request access.

There is no excerpt because this is a protected post.
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Alibaba: Why we do not own Shares

Alibaba: Why we do not own Shares

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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Marico: Enduring Stewardship

Marico: Enduring Stewardship

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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The People Aspect of Quality

The People Aspect of Quality

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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Responsible Investing in Emerging Markets

Responsible Investing in Emerging Markets

Insights

Access to this page is for Aikya clients only, please contact clients@aikya.co.uk to request access.

Access to this page is for Aikya clients only, please contact clients@aikya.co.uk to request access.

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Aikya Founding Principles

Aikya Founding Principles

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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