Ariel Investments
Ariel International DM EM
Emerging markets
Mar 2026 → Mar 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Ariel Investments for every strategy.
Its investment theses
- Xiamen Faratronic Co., Ltd.Mar 2026Xiamen Faratronic Co., Ltd. is a film capacitor leader poised to benefit from electrification with scale advantages and improving margins.
- Bank of the Philippine IslandsMar 2026Bank of the Philippine Islands is shifting to higher-margin segments with strong digital capabilities in an underpenetrated market, supporting profitability and capital returns.