Aikya Investment Management Ltd, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 21% was recorded by the fund for the Q4 of 2020, below its MSCI Emerging Market benchmark that returned 26.7%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.
Aikya Investment Management, in their Q4 2020 Investor Letter said that they noticed the outstanding earnings growth and earnings...
