Henry Mallari-D’Auria
Ariel’s first dedicated emerging markets offerings, the Ariel Emerging Markets Value and Ariel Emerging Markets Value ex-China portfolios, offer Australian institutional investors exposure to a concentrated portfolio of companies with long-term earnings power at attractive valuations.
Led by Ariel Investments Chief Investment Officer of Emerging Markets Value Equities, Henry Mallari-D’Auria, Ariel’s Emerging Markets investment team seek to capitalise on short-term market inefficiencies to drive long-term returns.
Driven by in-depth fundamental and quantitative research, the strategies take advantage of inefficiencies in emerging markets, which offer opportunities to own undervalued companies.
“We’re excited to bring our Emerging Markets Value portfolios to Australia,” Ariel Investments Senior Vice President, Institutional Marketing, Head of Asia Pacific & MENA, Ian Webber says.
“The launch of these portfolios will offer Australian institutions an opportunity to access the expertise of Ariel’s Emerging Markets Value Team, who have a proven ability to identify compelling opportunities to capitalise on valuation dislocations.
“This skill can only be gained after years of experience successfully investing in some of the globe’s most inefficient markets, and it’s a capability we’re proud to be able to offer to Australian institutions.”
Ariel Investments believes emerging markets are creating opportunities for long-term investors to realise meaningful returns, leading to institutions across the globe considering a return to emerging market equities, following a period of underexposure to the asset class.
Given the current state of global markets, Ariel believes there are many strong reasons for investors to return to the fold, particularly in emerging markets value. Secular and cyclical sources are positively contributing to high earnings growth, while portfolio price-to-earnings ratios are more attractive today than they have been at any time during the investing careers of Ariel’s Emerging Markets Value team.
