- Aikya Investment Management is an independent, employee-owned, investment management company that specialises in managing Emerging Markets equity portfolios.
- Our ability to generate healthy long-term returns and protect downside is as much about avoiding stocks that risk permanent capital loss as it is about owning good long-term compounders.
- In this quarterly, we will explain why we don’t own shares in one of the popular Emerging market companies, Alibaba Group Holding Ltd.
- The lines between Alibaba’s shareholder interests and JackMa’s personal interests are very blurry, and at odds with our philosophy of backing clean and well aligned ownership structures.
For further details see:
Aikya Investment Update - Winter 2020