Ariel Global Investor
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- Ariel Global Fund (Investor Class) (AGLOX) is a no-load mutual fund managed by Ariel Investments, LLC that seeks long-term capital appreciation by investing primarily in equity securities of both U.S. and foreign companies across developed and emerging markets, including all-cap issuers with a focus on those above $3 billion in market capitalization; it employs a value-oriented, bottom-up stock selection process emphasizing independent thinking, active patience, and sector allocations such as information technology, financials, and communication services. The fund offers Investor Class (AGLOX, 1.14% net expense ratio, $1,000 minimum initial investment) and Institutional Class (AGLYX, 0.89% net expense ratio, $1 million minimum) shares, with dividends and distributions paid annually and total assets of approximately $54.5 million as of September 30, 2025. Ariel Investments, founded in 1983 and headquartered in Chicago with additional offices in New York City and San Francisco, serves individual and institutional investors globally through mutual funds, separate accounts, and private strategies including Ariel Alternatives' Project Black. In recent developments, Ariel Investments closed its inaugural $1.45 billion Project Black private equity fund in late 2024, backed by limited partners and co-investors such as Qatar Investment Authority and JPMorgan Chase, to scale minority-owned businesses in sectors like healthcare, technology, and logistics as suppliers to Fortune 500 companies; the firm also launched dedicated emerging markets and long/short strategies around 2023, reinforcing its global platform amid a strategic shift toward international exposure as highlighted in 3Q25 commentaries. Ariel Global Fund itself maintains a long investment horizon with lower turnover, managed since 2023 by Micky Jagirdar, Henry Mallari-D’Auria, and Vivian Lubrano, while navigating macro risks through non-consensus positions in a portfolio benchmarked against the MSCI ACWI Net Index.