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Monday Manager with Ashoka WhiteOak's Loong: 'Focus on great businesses rather than predicting macro events'

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Lim Wen Loong, investment director at Ashoka WhiteOak Emerging Markets trust, explains why he believes emerging markets remain attractively valued, where he is finding opportunities and how a disciplined stockpicking approach is shaping the portfolio. The Monday Manager series covers fund managers that have worked on their fund for over three years, and where fund assets are over £100m. Can you explain the trust’s approach to investment and what it is trying to achieve for investors? The trust aims to deliver long-term capital appreciation by investing in businesses that provide exposure to emerging markets. It follows an approach that is fundamentally bottom-up…

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