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What smart money is saying about Ayala LandPhilippines flag

AYAAY · Real Estate · Real Estate - Development · Market cap $250M

1 fund in our archive has pitched Ayala Land — most recently Harris Oakmark International Small Cap Strategy in June 2025.

Company profile

Ayala Land, Inc. operates as a property developer in the Philippines. It operates through Property Developments, International, Shopping Centers, Offices, Hotels and Resorts, Construction, and Property Management and Others segments. The company sells high-end and upper middle-income residential lots and units, affordable housing units and lots, and economic housing and leisure community developments; leases residential developments under joint venture; acquires, develops, and sells large-scale, mixed-use, and master-planned communities; and sells override units. It also develops and sells of residential lots and units. In addition, it also develops shopping centers, and leases retail space and land to third parties; operates movie theaters, food courts, entertainment facilities, gas stations, and car parking in shopping centers; manages and operates malls; develops, leases, and sells office buildings; and sells industrial lots and leases factory building. Further, it engages in the development and management of hotels and resorts/serviced apartments; leasing of land to hotel tenants; and land development and construction, and facilities management activities. The company was incorporated in 1988 and is based in Makati City, the Philippines.

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Reported positions
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Letters

Fund activity · 2 positions

  • HoldsHarding Loevner
    March 2026

    Listed in Harding Loevner’s reported holdings.

    Read the letterAyala Land
  • HoldsFrontier Emerging Markets Equity
    March 2026

    Listed in Frontier Emerging Markets Equity’s reported holdings.

    Read the letterAyala Land

Fund coverage · 1 thesis

  • Harris Oakmark International Small Cap Strategy
    June 2025

    Ayala Land is the largest private land-owner in the Philippines and an attractive investment opportunity due to favorable demographic trends, a consumption-driven economy, and a strategic shift towards profitable estate development.

    Read the full thesis

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