Ariel Investments’ Post

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Our 2Q24 portfolio manager letters are here! Whether or not a sustainable shift is in fact underway, Co-CEOs John W. Rogers, Jr. and Mellody Hobson strongly believe the market’s underlying fundamentals are hard to ignore and value will eventually be realized in good businesses. Vice Chairman Charles Bobrinskoy states that investors are keenly focused on short-term economic trends, particularly inflation and interest rates. Chief Investment Officer of Global and Emerging Markets Equities Henry Mallari-D'Auria believes recent enhancements have resulted in a higher percentage of new stocks being added than is typical, while several of these names pulled back in the second quarter after a strong start to the year. He also views ASEAN markets as poised to outperform as their economies continue to expand and play a bigger role on the world stage. Visit the homepage for Ariel’s separately managed accounts, choose a product and click on “Current Quarter Materials” to read the full letters: https://lnkd.in/dDzgGzj2

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