Fund Inception | 12/30/2011 |
Name of Issuer | Ariel Investments |
Fund Advisor(s) | Ariel Investments, LLC |
Sub-Advisor(s) | -- |
Fund Managers for AGLOX
Micky Jagirdar
Portfolio Manager since 09/01/2023
Micky is Portfolio Manager of our separately managed international and global strategies and funds, Co-Portfolio Manager of our global concentrated strategy as well as Head of Investments for the global equities team, where he is charged with leading thought-provoking discussions and augmenting the critical thinking skills of the research team. Micky joined Ariel in 2011 after spending over eight years as an equity research analyst at various investment firms, including Smith Jacobs and September Group Partners, where he focused on global absolute return strategies. In 2020, Micky obtained the FSA credential, awarded by the Sustainable Accounting Standards Board for professionals who understand the link between sustainability and financial performance. Fluent in several Indian languages including Hindi, Micky earned a Bachelor of Commerce in accounting and finance from the University of Mumbai and an MBA in finance and investments from the Zicklin School of Business at Baruch College.
Henry Mallari-D’Auria
Portfolio Manager since 09/01/2023
Bringing nearly 40 years of experience, Henry serves as Ariel’s Chief Investment Officer of Global and Emerging Markets Equities. He is responsible for overseeing the global and emerging markets value research effort and portfolio management activities. Specifically, he handles portfolio construction and design of our non-U.S. portfolios and funds and sets the strategic direction of those capabilities. Additionally, Henry sits on the firm’s Executive Committee. For over 20 years, Henry was the chief investment officer and portfolio manager of AllianceBernstein’s (AB) Emerging Markets Value Equity and Next 50 Emerging Markets Fund. During that time, Henry also served as Co-CIO of international value equities at AB for nearly a decade. Henry held various leadership positions across global and emerging markets investing at AB, including his roles as head of the global value research department, director of research of small cap value equities and director of research of emerging markets value equities. Earlier in his career, he served as an analyst at the launch of AB’s emerging markets value portfolio, and previously served as a vice president and sell-side analyst at PaineWebber. Henry holds a BA in economics from Trinity College, where he sits on the Board of Trustees, and is a CFA Charterholder.
Vivian Lubrano
Portfolio Manager since 04/15/2024
Vivian functions as Portfolio Manager and a Senior Research Analyst on Ariel's global equities team, which encompasses our international and global strategies. She joined from AllianceBernstein (AB) where she spent over 15 years—most recently as portfolio manager for both the AB Diversity Champions–a thematic, global equities portfolio focused on diversity, equity and inclusion—and AB Responsible U.S. Equity (ReUSE)—a large-cap U.S. equities portfolio exclusive to Bernstein Private Wealth Management. Before becoming a portfolio manager, Vivian was a senior research analyst on AB's emerging markets value and emerging markets strategic core offerings where over the years her research spanned financials, internet, construction and construction materials, consumer cyclicals, consumer staples, and industrials companies. She began her career as an investment banking analyst in the global leveraged and corporate finance division at Merrill Lynch & Company. A native of the Dominican Republic, and fluent in Spanish and French, she earned a BS in operations research and industrial engineering from Cornell University and an MBA from the Wharton School of the University of Pennsylvania.