ARGA INVESTMENT MANAGEMENT, LP
Adviser information for ARGA INVESTMENT MANAGEMENT, LP last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Partnership |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 43 |
---|---|
Investment Advisory/Research | 23 |
Registered Broker-Dealer Representatives | 2 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 62 | $13.6B |
Non-Discretionary | 0 | $0 |
Total | 62 | $13.6B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 6 | $4.1B |
Business development companies | 0 | $0 |
Pooled investment vehicles | 10 | $3.8B |
Pension and profit sharing plans | <5 | $315.8M |
Charitable organizations | <5 | $21.4M |
State or municipal gov entities | 27 | $3.6B |
Other investment advisers | <5 | $1.2B |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $603.5M |
Other | 11 | $9.9M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 15 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMPerformance-based fees |
Principal Office
1010 WASHINGTON BLVD6TH FLOOR
STAMFORD
CT
United States
Monday - Friday, 9:00 AM TO 5:30 PM EST
Tel: 203-614-0800, Fax: 203-614-0808
Chief Compliance Officer
NEDA CLARK
CHIEF COMPLIANCE OFFICER
1010 WASHINGTON BLVD
6TH FLOOR
STAMFORD
CT
United States
Tel:
203-614-0819
Fax:
203-614-0808
C****@*************M
(Full email address available in API data)
Regulatory Contact
A. RAMA KRISHNA
CHIEF INVESTMENT OFFICER
1010 WASHINGTON BLVD
6TH FLOOR
STAMFORD
CT
United States
Tel:
1-203-614-0818
Fax:
1-203-614-0808
K******@*************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
ARGA EMERGING MARKETS EQUITY FUND | LONG EQUITY | $790.3M | $1.0M | 46 |
ARGA EMERGING MARKETS EX CHINA FUND | LONG EQUITY | $32.3M | $1.0M | 4 |
ARGA GLOBAL FUND | LONG EQUITY | $42.6M | $1.0M | 15 |
ARGA INTERNATIONAL FUND | LONG EQUITY | $4.5M | $1.0M | 7 |
ARGA INTERNATIONAL SMALL-CAP FUND | LONG EQUITY | $3.7M | $1.0M | 5 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
KRISHNA, A. RAMA | Individual | – | CHIEF INVESTMENT OFFICER | 04/2010 | 50-75% |
2009 KRISHNA FAMILY TRUST | Domestic Entity | – | MEMBER | 04/2010 | 25-50% |
ARGA GROUP HOLDINGS, LLC | Domestic Entity | – | GENERAL PARTNER | 04/2010 | < 5% |
DAVID, FRANKLIN, ISRAEL | Individual | 2009 KRISHNA FAMILY TRUST | TRUSTEE | 11/2009 | |
KRISHNA, A. RAMA | Individual | ARGA GROUP HOLDINGS, LLC | MANAGING MEMBER | 11/2009 | 50-75% |
2009 KRISHNA FAMILY TRUST | Domestic Entity | ARGA GROUP HOLDINGS, LLC | MEMBER | 11/2009 | 25-50% |
CLARK, NEDA | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2013 | < 5% |
CARMAN, PETER | Individual | – | NONEXECUTIVE CHAIRMAN | 08/2016 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 31st, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABORATORIES | Common Stocks | 543K | 5K | – |
AERCAP HOLDINGS NV | Common Stocks | 1M | 12K | – |
AGCO CORP | Common Stocks | 905K | 9K | – |
AIR LEASE CORP | Common Stocks | 2M | 46K | – |
AIR TRANSPORT SERVICES GROUP | Common Stocks | 251K | 18K | – |
ALASKA AIR GROUP INC | Common Stocks | 36M | 901K | – |
ALCOA CORP | Common Stocks | 91M | 2M | – |
ALIBABA GROUP HOLDING-SP ADR | Equity Depositary Receipts | 282M | 4M | – |
AMERESCO INC-CL A | Common Stocks | 857K | 30K | – |
AMERICAN WATER WORKS CO INC | Common Stocks | 2M | 14K | – |
AMERICAN WOODMARK CORP | Common Stocks | 578K | 7K | – |
AMERIS BANCORP | Common Stocks | 2M | 41K | – |
APPLIED MATERIALS INC | Common Stocks | 650K | 3K | – |
ARROW ELECTRONICS INC | Common Stocks | 10M | 83K | – |
ARTISAN PARTNERS ASSET MA -A | Common Stocks | 367K | 9K | – |
ASSOCIATED BANC-CORP | Common Stocks | 367K | 17K | – |
ASSURED GUARANTY LTD | Common Stocks | 392K | 5K | – |
AVNET INC | Common Stocks | 17M | 321K | – |
AXCELIS TECHNOLOGIES INC | Common Stocks | 526K | 4K | – |
BAIDU INC - SPON ADR | Equity Depositary Receipts | 722K | 8K | – |
BANCO BRADESCO-ADR | Equity Depositary Receipts | 57M | 25M | – |
BANK OF AMERICA CORP | Common Stocks | 9M | 235K | – |
BAXTER INTERNATIONAL INC | Common Stocks | 12M | 361K | – |
BERKSHIRE HATHAWAY INC-CL B | Common Stocks | 2M | 5K | – |
BIOGEN INC | Common Stocks | 608K | 3K | – |
CACI INTERNATIONAL INC -CL A | Common Stocks | 2M | 4K | – |
CALIFORNIA RESOURCES CORP | Common Stocks | 2M | 38K | – |
CAPRI HOLDINGS LTD | Common Stocks | 424K | 13K | – |
CARTER'S INC | Common Stocks | 658K | 11K | – |
CHEMOURS CO/THE | Common Stocks | 2M | 92K | – |
CISCO SYSTEMS INC | Common Stocks | 1M | 23K | – |
CITIGROUP INC | Common Stocks | 56M | 876K | – |
COGNIZANT TECH SOLUTIONS-A | Common Stocks | 2M | 32K | – |
COLUMBIA BANKING SYSTEM INC | Common Stocks | 3M | 149K | – |
COMCAST CORP-CLASS A | Common Stocks | 7M | 179K | – |
CONOCOPHILLIPS | Common Stocks | 2M | 18K | – |
CREDICORP LTD | Common Stocks | 126M | 781K | – |
CVS HEALTH CORP | Common Stocks | 2M | 31K | – |
DISCOVER FINANCIAL SERVICES | Common Stocks | 650K | 5K | – |
DOLLAR GENERAL CORP | Common Stocks | 1M | 8K | – |
DOLLAR TREE INC | Common Stocks | 1M | 12K | – |
DOW INC | Common Stocks | 1M | 24K | – |
EDGEWELL PERSONAL CARE CO | Common Stocks | 247K | 6K | – |
ENTERGY CORP | Common Stocks | 836K | 8K | – |
EOG RESOURCES INC | Common Stocks | 2M | 14K | – |
EVERI HOLDINGS INC | Common Stocks | 542K | 64K | – |
FIRST AMERICAN FINANCIAL | Common Stocks | 707K | 13K | – |
FRANKLIN RESOURCES INC | Common Stocks | 1M | 47K | – |
GENPACT LTD | Common Stocks | 17M | 522K | – |
GERDAU SA -SPON ADR | Equity Depositary Receipts | 737K | 223K | – |
GILEAD SCIENCES INC | Common Stocks | 59M | 862K | – |
GLOBAL SHIP LEASE INC-CL A | Common Stocks | 1M | 50K | – |
GRAFTECH INTERNATIONAL LTD | Common Stocks | 367K | 378K | – |
HDFC BANK LTD-ADR | Equity Depositary Receipts | 74M | 1M | – |
HELIX ENERGY SOLUTIONS GROUP | Common Stocks | 949K | 79K | – |
HELMERICH & PAYNE | Common Stocks | 68M | 2M | – |
HERC HOLDINGS INC | Common Stocks | 1M | 9K | – |
HORACE MANN EDUCATORS | Common Stocks | 320K | 10K | – |
ICHOR HOLDINGS LTD | Common Stocks | 2M | 49K | – |
INGREDION INC | Common Stocks | 2M | 13K | – |
INTERPUBLIC GROUP OF COS INC | Common Stocks | 620K | 21K | – |
INTL FLAVORS & FRAGRANCES | Common Stocks | 808K | 8K | – |
INVESCO LTD | Common Stocks | 1M | 99K | – |
IPG PHOTONICS CORP | Common Stocks | 2M | 23K | – |
JANUS HENDERSON GROUP PLC | Common Stocks | 2M | 60K | – |
JAZZ PHARMACEUTICALS PLC | Common Stocks | 708K | 7K | – |
JD.COM INC-ADR | Equity Depositary Receipts | 743K | 29K | – |
JPMORGAN CHASE & CO | Common Stocks | 1M | 7K | – |
JUNIPER NETWORKS INC | Common Stocks | 546K | 15K | – |
KELLY SERVICES INC -A | Common Stocks | 2M | 76K | – |
KENNAMETAL INC | Common Stocks | 287K | 12K | – |
KORN FERRY | Common Stocks | 2M | 23K | – |
LAS VEGAS SANDS CORP | Common Stocks | 175M | 4M | – |
LA-Z-BOY INC | Common Stocks | 1M | 29K | – |
LCI INDUSTRIES | Common Stocks | 3M | 26K | – |
LEAR CORP | Common Stocks | 50M | 437K | – |
LEIDOS HOLDINGS INC | Common Stocks | 8M | 56K | – |
LIBERTY GLOBAL LTD-A | Common Stocks | 10M | 588K | – |
LYONDELLBASELL INDU-CL A | Common Stocks | 890K | 9K | – |
MANPOWERGROUP INC | Common Stocks | 6M | 83K | – |
MELCO RESORTS & ENTERT-ADR | Equity Depositary Receipts | 220M | 29M | – |
MICRON TECHNOLOGY INC | Common Stocks | 3M | 21K | – |
MOHAWK INDUSTRIES INC | Common Stocks | 56M | 494K | – |
NAVIENT CORP | Common Stocks | 1M | 99K | – |
NEWELL BRANDS INC | Common Stocks | 4M | 688K | – |
NUTRIEN LTD | Common Stocks | 245M | 5M | – |
NXP SEMICONDUCTORS NV | Common Stocks | 64M | 239K | – |
OLD NATIONAL BANCORP | Common Stocks | 1M | 82K | – |
OLIN CORP | Common Stocks | 2M | 36K | – |
OPENLANE INC | Common Stocks | 458K | 28K | – |
PATTERSON COS INC | Common Stocks | 406K | 17K | – |
PATTERSON-UTI ENERGY INC | Common Stocks | 2M | 168K | – |
PBF ENERGY INC-CLASS A | Common Stocks | 1M | 29K | – |
PETROLEO BRASILEIRO-SPON ADR | Equity Depositary Receipts | 185M | 13M | – |
POLARIS INC | Common Stocks | 2M | 25K | – |
PVH CORP | Common Stocks | 2M | 14K | – |
QUALCOMM INC | Common Stocks | 1M | 5K | – |
RENAISSANCERE HOLDINGS LTD | Common Stocks | 1M | 5K | – |
RESIDEO TECHNOLOGIES INC | Common Stocks | 2M | 119K | – |
REV GROUP INC | Common Stocks | 565K | 23K | – |
RTX CORP | Common Stocks | 1M | 10K | – |
SHINHAN FINANCIAL GROUP-ADR | Equity Depositary Receipts | 564K | 16K | – |
SIGNET JEWELERS LTD | Common Stocks | 649K | 7K | – |
SK TELECOM CO LTD-SPON ADR | Equity Depositary Receipts | 292K | 14K | – |
SKYWORKS SOLUTIONS INC | Common Stocks | 32M | 302K | – |
SLM CORP | Common Stocks | 2M | 119K | – |
STEELCASE INC-CL A | Common Stocks | 356K | 27K | – |
STEWART INFORMATION SERVICES | Common Stocks | 310K | 5K | – |
SUNCOR ENERGY INC | Common Stocks | 57M | 1M | – |
T ROWE PRICE GROUP INC | Common Stocks | 1M | 11K | – |
TAIWAN SEMICONDUCTOR-SP ADR | Equity Depositary Receipts | 146M | 840K | – |
TAPESTRY INC | Common Stocks | 96M | 2M | – |
TE CONNECTIVITY LTD | Common Stocks | 2M | 12K | – |
TENARIS SA-ADR | Equity Depositary Receipts | 1M | 49K | – |
THE CIGNA GROUP | Common Stocks | 892K | 3K | – |
THOR INDUSTRIES INC | Common Stocks | 1M | 14K | – |
TRIMAS CORP | Common Stocks | 350K | 14K | – |
TRIP.COM GROUP LTD-ADR | Equity Depositary Receipts | 189M | 4M | – |
TYSON FOODS INC-CL A | Common Stocks | 7M | 128K | – |
UBS GROUP AG-REG | Common Stocks | 192M | 7M | – |
UGI CORP | Common Stocks | 1M | 53K | – |
VICTORIA'S SECRET & CO | Common Stocks | 2M | 106K | – |
VISHAY INTERTECHNOLOGY INC | Common Stocks | 450K | 20K | – |
WALKER & DUNLOP INC | Common Stocks | 708K | 7K | – |
WALT DISNEY CO/THE | Common Stocks | 42M | 424K | – |
WARRIOR MET COAL INC | Common Stocks | 370K | 6K | – |
WEIBO CORP-SPON ADR | Equity Depositary Receipts | 35M | 5M | – |
WESCO INTERNATIONAL INC | Common Stocks | 2M | 13K | – |