Ariel Investments’ Post

Quantitative investing: Value Please find below the second of a series of articles describing the factors utilized by Kroma Capital Partners in the Sentinel Family of Strategies. Value investing demands foresight, a discerning eye for the long-term horizon where success hinges on weathering the volatility of market cycles. This discipline involves a readiness for intervals when popular trends overlook the fundamentals, necessitating a patient wait for the market to self-correct and intrinsic values to emerge. The true test for value investors arises not when markets soar, but during their decline, challenging them to maintain their course amidst a tide favoring swift gains or speculative ventures. We hope you enjoy and wish Eid Mubarak! #value #valueinvesting #quantitativeinvesting

Marcellus Investment Managers Global Compounders team Arindam Mandal and Jaibir Sethi, CFA explain how America's formidable competitive advantage in attracting best-in-class talent to drive scale and innovation underpins Global Compounders' stellar 29% p.a. compounding since inception. You can watch a recording of their webinar here: https://lnkd.in/dZpntzt6

With signs of rapidly strengthening #Demand evident in many countries around the globe, Lowry Research Corporation Market Analyst Michael Zuber focuses on three #InternationalETFs, excluding U.S. exposure, that are ranked either 5- or 4-STARS using CFRA Research’s #FundamentalAnalysis and also appear to be promising from a #technical viewpoint. The funds covered are the iShares MSCI ACWI ex-U.S. ETF ($ACWX), iShares Core MSCI Europe ETF ($IEUR), and the First Trust Developed Markets ex-U.S. AlphaDEX Fund ($FDT). https://lnkd.in/e7CSWjCV

A huge thank you to Sachin J. from SUKVI Ventures, Anisha Ramakrishnan from Wami Capital - Single Family Office, Deepak Padaki from Catamaran and Shruti Kedia from Valliappa Family Office for their invaluable contributions to the session on "Navigating Geopolitical Risks in Global Investments" at the 6th Indian Family Alternative Investment Forum. Sachin, Anisha, Deepak and Shruti brought their extensive expertise to the discussion, offering practical strategies for managing geopolitical risks in global and emerging markets. Their insights were instrumental in providing actionable advice for families with established offices abroad and those considering significant global investments. Their engaging discussion not only made complex geopolitical challenges more understandable but also equipped our attendees with the tools to approach these issues with greater clarity and confidence. The session was a powerful reminder of the need to stay informed and adaptable in today’s dynamic market environment. Thank you for your crucial contributions, which played a significant role in the forum’s success and enriched the collective knowledge and strategic thinking of all involved. To learn more about Campden Family Connect, write to us at info@campdenfamilyconnect.com . . Transworld Group of Companies | The Sona Group . . . #AlternativeInvestments #InvestmentForum #GeopoliticalRisks #GlobalInvestments #FamilyOffice #InvestmentStrategies #EmergingMarkets #FinancialForum #ExpertInsights #InvestmentAdvice #MarketTrends #StrategicThinking

🌍💼 Emerging Markets Q1 2024 Update - Must-Watch! 🎥 Join Baillie Gifford’s Andrew Stobart and John Rae as they delve into the latest updates and insights from the Emerging Markets Leading Companies and Emerging Markets All Cap strategies for Q1 2024. 🔍 In this video, you'll discover: Key performance insights and strategic updates from Q1. Expert analysis of the trends shaping emerging markets. Forward-looking guidance for investors in these volatile and exciting regions. 👇 Check out the full video: https://lnkd.in/dUX-qw-5 #EmergingMarkets #InvestmentStrategy #BaillieGifford #FinanceProfessionals #MarketUpdate #InvestmentManagement #GlobalInvesting

I'm Delighted to attend the enriching Global Investors Meet 2024 held at the prestigious Trade Centre in Nandambakkam. Engaged in insightful discussions with industry leaders, fostering meaningful connections, and gaining valuable perspectives on the evolving landscape of global investments. Grateful for the opportunity to explore potential collaborations and stay ahead in the dynamic world of investment. Looking forward to translating these experiences into strategic initiatives. #GlobalInvestorsMeet #InvestmentInsights #NetworkingExcellence"

Jorry Noeddekaer, Lead Fund Manager of the Polar Capital Emerging Market Stars Fund, summarises his outlook on #EmergingMarkets and explains why he believes they are approaching an inflection point 👉 https://lnkd.in/eGHkAf2m He discusses how the effects of monetary easing in the US are expected to filter through to emerging markets and why this should initiate new credit and investment cycles, leading to sector-wide growth.

EMbracing fundamental and quant investing in emerging markets Many asset managers have quant and fundamental investment capabilities that are competing in the same pond of assets. Robeco is no different, having very strong fundamental and quant teams. Yet, this competition is a very healthy and collaborative one, with both camps being eager to learn from and leverage the other camp’s edge. I have witnessed this spirit first-hand when investigating Robeco’s emerging market equities capabilities together with Vera Roersma and Matthias Hanauer. Our brand-new white paper dives into a large universe of competing EM equities strategies. Specifically, we flesh out the salient differences of the two investment styles, quant and fundamental. Do you have to be fundamental to succeed in emerging markets? Or are fundamental investors just factor investors in disguise? Reinforcing the genuine nature of both investment styles, we highlight different use cases how to seize the benefits of style diversification across quant and fundamental investment styles in EM equities, including a benchmark-relative core investment, a sustainable core investment, and a conservative completion portfolio. Overall, our study highlights the complementary nature of quant and fundamental strategies and the associated EM investment benefits. The white paper is available for download here: https://lnkd.in/emSBE-cH Many Robeco colleagues have helped shaping this piece, and we are thankful to David Blitz, Jan De Bruijn, Wilma de Groot, PhD, CFA, Jaap van der Hart, Anna Heldring, Jan de Koning, CFA, CAIA, Wim-Hein Pals, Jorge E. Silva, Vania Sulman, Laurens Swinkels, and Pim van Vliet, PhD for making a difference! #EmergingMarket #QuantitativeInvesting #FundamentalInvesting

❓ Do you have to be fundamental to do well in emerging markets? 🎭 Conversely, are fundamental investors just factor investors in disguise? ⚖️ Or is there a sweet spot where both styles mutually benefit overall portfolio outcomes? These are the key questions that Vera Roersma, Harald Lohre, and Matthias Hanauer explore in their latest white paper, ‘Embracing Fundamental and Quant Investing in Emerging Markets.' Discover the insights from their comprehensive research in the full white paper!

❓ Do you have to be fundamental to do well in emerging markets? 🎭 Conversely, are fundamental investors just factor investors in disguise? ⚖️ Or is there a sweet spot where both styles mutually benefit overall portfolio outcomes? These are the key questions that Vera Roersma, Harald Lohre, and Matthias Hanauer explore in their latest white paper, ‘Embracing Fundamental and Quant Investing in Emerging Markets.' Discover the insights from their comprehensive research in the full white paper!