Investment Trust Update | August 2025
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Learning: Unstructured
Discounts are widening, boards are under pressure, and portfolio managers are on the move. Hiren Dasani has stepped in as the new co-manager of Ashoka India Equity Trust. Boards are also using hard-hitting tactics like cash exits and accelerated continuation votes. With new buyback initiatives and strong interim results, active governance and portfolio pivots are rewriting the playbook to hit double-digit annual returns.