Ariel Global Institutional (AGLYX)
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Ariel Global Institutional
Chicago IL 60601
200 East Randolph Drive, Suite 2900
Ariel Investment Trust
Management Information
,Lead Manager since August 31, 2023
Henry serves as Ariel’s chief investment officer of emerging markets value and is responsible for overseeing the emerging markets research effort and portfolio management activities. For over 20 years, he was the chief investment officer of emerging markets value equities and portfolio manager of the Next 50 Emerging Markets Fund at AllianceBernstein (AB).
Previously, Henry held the position of Co-CIO of international value equities at AB for nearly nine years. His vast emerging markets experience dates back to 1996 when he served as the bank analyst at the launch of AB’s EMV portfolio. Henry held various leadership positions at AB, including heading its global value research department from 1998 through 2002, director of research of small cap value equities and director of research of emerging markets value equities. He first joined AB in 1991 as a research analyst focused on consumer and natural gas companies, which expanded to coverage in the financial-services industry. In the earlier part of his career, Henry was a vice president and sell-side analyst at PaineWebber, where he concentrated on the restaurant, lodging and retail industries.
Henry holds a BA in economics from Trinity College and is a CFA Charterholder.
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Morningstar Category
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Fund Overview
CategoryWorld Large-Stock Value
Fund FamilyAriel Investments
Net Assets62.62M
YTD Return7.38%
Yield5.08%
Morningstar Rating★★★★
Inception DateDec 29, 2011
Fund Operations
Last Dividend0.91
Last Cap Gain21.00
Holdings Turnover31.00%
Average for CategoryN/A
Fees & Expenses
ExpenseAGLYXCategory Average
Annual Report Expense Ratio (net)0.89%1.07%
Prospectus Net Expense Ratio0.89%N/A
Prospectus Gross Expense Ratio0.97%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.19%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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