Arga Investment Management LP

What Arga Investment Management LP does

ARGA Investment Management, LP is a global value equity manager founded in 2010 by A. Rama Krishna, CFA, and organized as a Delaware limited partnership. The firm applies a disciplined, fundamentally driven investment process built around the Dividend Discount Model (DDM), targeting undervalued businesses with a 3-5 year investment horizon. ARGA serves institutional clients globally — including pension and profit-sharing plans, state and municipal government entities, family offices, corporate entities, registered investment companies, collective investment trusts, UCITS funds, and proprietary funds — through separate managed accounts and a diversified shelf of fund vehicles. The firm maintains offices in Stamford (CT), London, Chennai, Mumbai, and Hong Kong, and is employee-owned.

The firm's investment platform is supported by proprietary technology: the Data Management System applies institutional knowledge across industries, geographies, and strategies to enhance research efficiency, while Global Industry Models systematize the valuation process by evaluating assumptions, trends, and sustainability and ensuring consistency in industry variables. ARGA offers more than twelve equity strategies spanning global, international, emerging markets, European, US small-cap, and China A-share mandates, alongside nine investment vehicles including US Mutual Funds (ARUIX, ARMIX, ARVIX), UCITS Funds under the Skyline Umbrella Fund ICAV, CIT Funds under SEI Trust Company, and an Australia Fund with Equity Trustees Limited.

ARGA generates revenue through investment advisory fees on assets under management, billed on a recurring subscription basis with annual billing cycles. Expense ratios vary by fund, with contractual fee waivers in place on several products through 4/30/27. The firm is registered with the SEC as a Registered Investment Adviser, holds portfolio manager registrations in multiple Canadian provinces, and maintains GDPR and CCPA compliance frameworks, supporting cross-border institutional distribution.

Name

Arga Investment Management LP

Legal name

ARGA Investment Management, LP

Website

https://argainvest.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

ARGA Investment Management, LP is a global value equity manager founded in 2010 that serves institutional clients (pension plans, family offices, government entities, registered funds) through proprietary DDM-based strategies distributed via Mutual Funds, UCITS, CIT, and separate managed accounts across the US, UK, India, and Hong Kong.

Ownership category

akta.pro rank

Product category

Institutional Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Global value equity
• Institutional asset management
• Investment advisory services
• Value investing strategies
• Separately managed accounts

Headquarters

HQ city

Stamford

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Investment Advisory Fees: ARGA earns investment advisory fees from managing global equity portfolios on behalf of institutional clients. Services are provided to private investment funds, pooled vehicles, separate managed accounts, registered investment companies, collective investment trusts, UCITS funds, and proprietary funds.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels3 records

Core offering

ARGA Investment Management, LP is a global value equity manager that provides investment advisory services to institutional clients. The firm manages global equity portfolios across multiple fund vehicles including separate managed accounts, US Mutual Funds, UCITS Funds, CIT Funds, and an Australia Fund, applying a systematic valuation-driven approach anchored in a proprietary Dividend Discount Model (DDM) with a 3-5 year investment horizon.

Product overview

ARGA Investment Management LP is a global value equity manager offering a diversified portfolio of investment products. The firm operates as a platform-plus-strategies model, providing multiple fund vehicles including US Mutual Funds (ARGA Value Fund, ARGA Emerging Markets Value Fund, ARGA International Value Fund), UCITS Funds for non-US investors (China A Onshore, Emerging Markets, European Equity, Global Equity), CIT Funds for US tax-qualified investors (Emerging Markets Value, EAFE Value, US Small Cap Value, International Value), and an Australia Fund structured as a regulated unit trust. The firm offers multiple equity strategies including Global Equity, Global Sector-Neutral, Global Concentrated Equity, International Equity, International Sector-Neutral, International Small-Cap, Emerging Markets, European, and China A Onshore. All strategies apply the same valuation-based investment discipline using the proprietary Dividend Discount Model (DDM), supported by proprietary technology platforms including the Data Management System and Global Industry Models.

Differentiator

Problem solved

Functional benefit

Brands

• ARGA Global Equity: Global equity strategy managing portfolios across multiple regions
• ARGA Global Sector-Neutral
• ARGA Global Concentrated Equity
• ARGA International Equity
• ARGA International Sector-Neutral
• ARGA International Small-Cap Equity
• ARGA Emerging Markets Equity
• ARGA European Equity
• ARGA China A Onshore Equity
• ARGA International Value Fund
• ARGA Emerging Markets Value Fund
• ARGA Value Fund

Products and services

• ARGA Global Equity Strategy Core global equity investment strategy that invests in publicly-listed equities and equity-linked securities to maximize long-term results with a 3-5 year investment horizon, offered to institutional investors.
• ARGA International Equity Strategy International equity strategy investing in companies located outside the United States that are considered undervalued.
• ARGA Emerging Markets Equity Strategy Equity strategy investing in emerging markets companies that are considered undervalued.
• ARGA European Equity Strategy Equity strategy focused on undervalued European companies.
• ARGA China A Onshore Equity Strategy Equity strategy providing access to China's A-share market through onshore investment.
• ARGA Value Fund US mutual fund investing primarily in equity securities of U.S. companies; Institutional Class (Ticker: ARUIX), 25-50 holdings range, minimum investment $250,000, inception August 31, 2023.
• ARGA Emerging Markets Value Fund US mutual fund investing primarily in equity and equity-linked securities of undervalued emerging markets companies; Ticker: ARMIX, 35-80 holdings range, inception June 3, 2021.
• ARGA International Value Fund US mutual fund investing primarily in equity and equity-linked securities of undervalued companies domiciled outside the United States or with significant international operations; Ticker: ARVIX.
• ARGA CIT Funds Collective Investment Trust funds offering emerging markets value, EAFE value, US small-cap value, and international value equity strategies to US tax-qualified investors under the ARGA Investment Management Collective Investment Trust (Trustee: SEI Trust Company).
• ARGA UCITS Funds UCITS sub-funds (ARGA China A Onshore, Emerging Markets Equity, European Equity, Global Equity) under Skyline Umbrella Fund ICAV providing global equity strategies for non-US investors (Distributor: IQEQ Fund Management Ireland Limited).
• ARGA Global Equity Australia Fund Regulated unit trust providing access to ARGA's global equity strategy for Australian investors, with Equity Trustees Limited serving as Responsible Entity.
• Separate Managed Accounts Direct investment advisory services delivered via separately managed accounts to pension plans, family offices, government entities, and corporate entities.

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered core.

• Equity Trustees LimitedcoreChannel Partner/ Reseller/ DistributorEquity Trustees Limited (ABN 46 004 031 298), AFSL 240975, serves as the Responsible Entity for the ARGA Global Equity Australia Fund. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).
• SEI Trust CompanycoreChannel Partner/ Reseller/ DistributorSEI Trust Company serves as the Trustee of the ARGA CIT Funds and maintains ultimate fiduciary authority over the management of, and the investments made, in the Fund. SEI Trust Company is a trust company organized under the laws of the Commonwealth of Pennsylvania and wholly owned subsidiary of SEI Investments Company.
• IQEQ Fund Management (Ireland) LimitedcoreChannel Partner/ Reseller/ DistributorIQEQ Fund Management (Ireland) Limited serves as the Global Distributor for the ARGA UCITS Funds, which are sub-funds of Skyline Umbrella Fund ICAV, an Irish collective asset-management vehicle established as an umbrella fund with segregated liability between sub-funds under the laws of Ireland.
• SEI Investment Distribution Company (SIDCO)coreChannel Partner/ Reseller/ DistributorSEI Investment Distribution Company (SIDCO), located at 1 Freedom Valley Dr., Oaks PA 19456, distributes ARGA Mutual Funds. SIDCO is not affiliated with ARGA. Check the background of SIDCO on FINRA's BrokerCheck.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• T. Rowe Price: Large global asset manager offering international, emerging markets, and global value equity strategies to institutional and retail clients. Comparable product overlap to ARGA but at materially larger scale and broader distribution.
• Wellington Management: One of the largest independent investment managers globally, offering global, international, and emerging markets equity strategies including value tilts. Multiple ARGA senior team members (Director of Strategic R&D, Chairman) previously worked at Wellington/Putnam-affiliated entities, indicating philosophical and operational overlap.
• Lazard Asset Management: Large global asset manager with international, global, and emerging markets equity capabilities including value strategies, serving institutional clients worldwide. Comparable to ARGA on product overlap but materially larger and broader in scope.
• Franklin Templeton: Global asset manager with deep international, emerging markets, and value equity offerings across multiple fund wrappers including UCITS. Comparable to ARGA on multi-region product set and global distribution footprint, but significantly larger and more diversified.

Direct peers

• Pzena Investment Management: Global value equity manager focused on institutional clients. ARGA's founder A. Rama Krishna was previously President-International at Pzena, and the firms share a deep-value, DDM-driven approach with similar institutional client mix.
• Acadian Asset Management: Boston-based global quantitative equity manager with significant value, international, and emerging markets product offerings for institutional clients. Comparable to ARGA in product breadth across global value/international/EM equity and institutional-only distribution.
• LSV Asset Management: Quantitative value-oriented equity manager offering global, international, and emerging markets equity strategies to institutional clients. Comparable to ARGA on value tilt and institutional distribution, though systematic rather than fundamental.
• Grantham Mayo Van Otterloo (GMO): Boston-based global asset manager offering value-tilted global, international, and emerging markets equity strategies, primarily to institutional clients. Closely comparable to ARGA on value philosophy, multi-region product set, and institutional-only GTM.
• Marathon Asset Management: London-headquartered global value equity manager with strong institutional client base and similar multi-region product offering. Comparable to ARGA in size, philosophy, and institutional-only GTM.
• Tweedy, Browne Company: Long-tenured global and international value equity manager serving institutional and wealthy individual clients. Closely comparable to ARGA on investment philosophy (fundamental value), product set (mutual funds + separate accounts), and institutional orientation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/argainvest

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Arga Investment Management LP