This was our first introduction to the strategy. Aikya is not a name that is necessarily recognised by investors but the team behind it will be. The team spun out of Stewart Investors with the sole intention to focus on one strategy and limit the size of that fund to around $5 billion. The lead manger is Ashish Swarup, who launched an EM Equity Portfolio in 2008, before joining Stewart Investors in 2014. Ashish was keen to emphasise that this fund is very much team based and everyone therefore brings something to the overall management and running of the strategy….read more