Overview
Ashoka WhiteOak Emerging Markets Trust aims to achieve long-term capital appreciation, primarily through investment in quoted securities that provide exposure to global emerging markets. The investment adviser targets what it believes are well-managed, scalable businesses with superior returns on incremental capital at attractive valuations, as determined through its OpcoFincoTM valuation framework. The adviser has also developed its own internal ESG framework ABLEx TM: Assessment of Business Longevity and Excellence for ESG risk assessment and scoring. The framework consists of sector specific ESG risks and opportunities against which a company’s practices are assessed and rated.
You can access its website here
Fundamentals
Price
News
-
16 May 2025 1 min read
QuotedData’s morning briefing 16 May 2025 – AWEM, GRP, NESF
In QuotedData’s morning briefing 16 May 2025: We also have: Did you miss from yesterday?
-
27 Dec 2024 5 min read
QuotedData’s review of the year 2024
This is the last of our weekly emails for 2024. We hope that you have been finding them useful. 2024 has been a year of setbacks and shrinkage for the UK investment companies industry, topped by the cynical and self-serving attack on seven trusts by US corporate raider Saba Capital (there will be much more […]
-
01 Nov 2024 1 min read
QuotedData’s weekly news show 1st November 2024
Thank you to everyone that listened in today on our YouTube channel. In this week’s show, James Carthew covered the week’s top stories: Golden Prospect Precious Metals (0:22) Asia Dragon / Invesco Asia (4:08) Ashoka WhiteOak Emerging Markets (8:49) Andrew McHattie pondered whether it was right to chase the big jump in Tetragon’s share price (10:10). Tetragon […]
-
18 Jun 2024 5 min read
AshokaWhiteOak Emerging gets off to good start
Ashoka WhiteOak Emerging Markets (AWEM) has published its first annual report, covering the period from its incorporation on 15 March 2023 to 31 March 2024. The company listed on the Premium Segment of the Main Market of the London Stock Exchange on 3 May 2023. In its inaugural accounting period, Ashoka WhiteOak Emerging Markets generated […]
-
10 May 2024 1 min read
QuotedData’s weekly news show 10th May 2024
Thank you to everyone that listened in today, whether you watched the Zoom live or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Aquila European Renewables (0:12) • North American Income (4:51) • Ashoka WhiteOak Emerging / Asia Dragon (7:49) This week’s interview was with Richard Pindar from Literacy […]
-
09 May 2024 2 min read
QuotedData’s morning briefing 9 May 2024 – SONG, DGN, AWEM, EOT, GSEO, THRL, AIRE, SOHO, SMT
In QuotedData’s morning briefing 9 May 2024: Concord Bidco, the bidding vehicle for the Alchemy/Concord Chorus bid for Hipgnosis (SONG), says that its offer of $1.25 per Hipgnosis share is final and will not be increased. [QD comment: as we suspected, Concord was unable/unwilling to better Blackstone’s $1.30 bid, which at the current exchange rate […]
-
07 May 2024 4 min read
Ashoka WhiteOak Emerging Markets announces proposed transaction with the Asia Dragon Trust
Ashoka WhiteOak Emerging Markets (AWEM) has announced a proposed transaction with the Asia Dragon Trust (DGN). The proposal is supported in principle by a majority of DGN shareholders, with the company highlighting the opportunity for Asia Dragon shareholders to join an outperforming investment trust, with market-leading structural features, zero management fee and an annual redemption facility. […]
-
26 Mar 2024 1 min read
QuotedData’s morning briefing 26 March 2024 – JEMA, AWEM, VOF, FEML
In QuotedData’s morning briefing 26 March 2024: JPMorgan Emerging EMEA Securities (JEMA) has announced that manager Pandora Omaset is pursuing other opportunities external to JPMorgan. Oleg Biryulyov continues to be the company’s investment manager supported by JPMorgan Asset Management’s investment management team and the investment process for the company’s portfolio management will remain unchanged. Ashoka […]
-
22 Dec 2023 3 min read
QD – review of the year
This is the last of our weekly emails for 2023. We hope that you have been finding them useful. We will be publishing our annual roundup in January. Ahead of that however, I thought it might be worth pulling out a few of the year’s highs and lows. In January, China’s market shone as hopes […]
-
14 Dec 2023 1 min read
QuotedData’s morning briefing 14 December 2023 – JZCP, MNKS, AWEM
In QuotedData’s morning briefing 14 December 2023: JZ Capital Partners (JZCP) is getting $62.5m in connection with the sale of Felix Storch from the portfolio of secondary investments that it sold in 2020. It had the right to share in distributions from that fund above an agreed limit. The transaction adds 19 cents to its […]
-
30 Aug 2023 1 min read
QuotedData’s morning briefing 30 August 2023 – AERI, AJOT, AWEM, LMP
In QuotedData’s morning briefing 30 August 2023: The board of Aquila European Renewables (AERI) has announced the appointment of Myrtle Dawes as a non-executive director with effect from 1 September 2023. Myrtle has over 30 years’ experience of the energy sector, both in the UK and overseas. She is CEO of the Net Zero Technology […]
Upcoming Events
Videos
In The Press
-
04 Oct 2024 1 min read
The best investment trust managers you might not know yet
By Emma Wallis, News editor, Trustnet, 4 October 2024: Experts suggested Literacy Capital, Golden Prospect Precious Metals and Ashoka WhiteOak Emerging Markets. The investment trust sector has its fair share of heavyweights: from Scottish Mortgage, which usually features near the top of most-bought lists; to Pershing Square and its outspoken billionaire hedge fund manager Bill […]
-
23 Jul 2024 1 min read
Investment trust insider on the Trump-effect on emerging markets
Investment trust insider on the Trump-effect on emerging markets – James Carthew: A Trump win won’t thump all emerging markets If Donald Trump is re-elected as US president it is likely to be unhelpful for emerging markets, but countries, businesses and fund managers will navigate the inevitable gyrations. Recent events have increased expectations of a […]
-
29 May 2024 1 min read
Will ‘activist investors’ turn these trusts around?
by Dave Baxter, Investors’ Chronicle, May 29, 2024: When Elliott Investment Management cut its stake in Scottish Mortgage (SMT) below 5 per cent earlier this month, it’s likely to have prompted a sigh of relief from the trust’s board.. The case for activists Activists are not always a helpful presence for other shareholders given that […]
-
18 Dec 2023 1 min read
Investment trust insider on 2023
Investment trust insider on 2023 – James Carthew: Dramatic 2023 leaves sector radically different The rationalisation of the sector continues. There has been a flurry of announcements over the past couple of weeks: Abrdn Diversified Income and Growth (ADIG) announced a managed wind down; Triple Point Energy Transition (TENT) declared it will begin an orderly […]
-
27 Sep 2023 1 min read
Small investments trusts: which to back, and which to avoid
by Cherry Reynard from interactive investor, 27th September 2023: Small is becoming less beautiful in the investment trust world. Problems of wider discounts, poor liquidity and even – in some cases – weaker performance, have started to worry investors. Another headwind is that wealth managers often won’t touch investment trusts with less than £250 million […]
