Ariel Investments
Ariel Emerging Markets Value
Emerging markets Value
Mar 2025 → Mar 2026
Our archive holds 3 letters from this strategy, behind 5 investment theses and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 2 years — follow all of Ariel Investments for every strategy.
Its investment theses
- Kuaishou TechnologyMar 2026Kuaishou Technology is leveraging a large engaged user base and AI-driven ad/e-commerce tools to enhance monetization, strengthen competitive positioning, and expand margins over time.
- Astor Transformator Enerji Turizm Insaat Ve Petrol Sanayi Ticaret ASDec 2025Astor Transformator Enerji Turizm Insaat Ve Petrol Sanayi Ticaret AS is a power transformer manufacturer doubling capacity to capture surging global demand from AI and electrification.
- Great Wall Motor Company LimitedDec 2025Great Wall Motor Company Limited is executing new product launches and international expansion that should drive volume growth and margin improvement through scale.
- China Mengniu Dairy Co Ltd.Mar 2025China Mengniu Dairy Co Ltd is well-positioned for earnings recovery in 2025 and beyond due to higher milk prices, improving margins, and a shift in capital allocation strategy towards higher dividends.
- Eurobank Ergasias Services and Holdings SAMar 2025Eurobank Ergasias Services and Holdings SA is well-positioned to benefit from Greece’s economic recovery and expected credit growth, supported by its focus on wealth management and recent acquisitions.