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ARGA Investment Management, LLC
A. Rama Krishna · Asset Manager · Value
ARGA Investment Management, LLC is an independent global investment management firm founded in 2010 by A. Rama Krishna. Headquartered in Stamford, Connecticut, the firm specializes in global equity strategies utilizing a disciplined, value-oriented approach. ARGA focuses on identifying deeply undervalued businesses through rigorous fundamental research and a proprietary valuation framework centered on present value. The firm serves a diverse range of institutional clients worldwide, providing expertise in global, international, and emerging markets equity investing while maintaining offices in the United States, India, and the United Kingdom.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +3.2% |
| YTD return | -2.4% |
| Sharpe ratio | 2.93 |
| Win rate | 48% |
| AUM | $3.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $3.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.argainvest.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| XP | Xp Inc | 12.7% | +3.3% |
| AER | AerCap Holdings NV | 9.5% | -6.6% |
| AEM | Agnico Eagle Mines Limited | 8.3% | +11.6% |
| PBR-A | Petróleo Brasileiro S.A. - Petrobras | 8.2% | +34.2% |
| GSK | GlaxoSmithKline PLC ADR | 8.0% | +1.9% |
| TCOM | Trip.com Group Ltd ADR | 6.9% | -30.1% |
| TSM | Taiwan Semiconductor Manufacturing | 6.7% | +41.9% |
| BBD | Banco Bradesco SA ADR | 6.3% | +5.9% |
| PUK | Prudential PLC ADR | 5.7% | -8.7% |
| TME | Tencent Music Entertainment Group | 3.9% | -18.5% |
| BCS | Barclays PLC ADR | 3.7% | -10.4% |
| CRM | Salesforce.com Inc | 2.9% | +22.8% |
| BIDU | Baidu Inc | 2.9% | -18.0% |
| BABA | Alibaba Group Holding Ltd | 2.6% | -11.8% |
| AU | AngloGold Ashanti plc | 2.5% | +7.3% |
| HSBC | HSBC Holdings PLC ADR | 2.2% | +37.5% |
| KGFHY | Kingfisher PLC ADR | 1.8% | 0.0% |
| BMRN | Biomarin Pharmaceutical Inc | 1.8% | +0.2% |
| HUM | Humana Inc | 1.7% | +63.1% |
| ELV | Elevance Health Inc | 1.7% | +0.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | BBD | 6.3% → 6.3% |
| Sep 7, 2026 | BUY | TME | 4.5% → 3.9% |
| Sep 7, 2026 | SELL | AU | 2.3% → 2.5% |
| Sep 7, 2026 | SELL | GSK | 8.7% → 8.0% |
| Sep 7, 2026 | SELL | TSM | 6.8% → 6.7% |
Investment Style Analysis
ARGA Investment Management, LLC is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $3.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Capital Markets and Gold sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, ARGA Investment Management, LLC made a significant move by reducing the position in BBD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
ARGA’s investment philosophy is built on the belief that investor overreaction to temporary stress creates exploitable market anomalies. As a classic value manager, the firm identifies companies trading at a significant discount to their intrinsic value by focusing on long-term earnings power and dividend-paying capability rather than short-term sentiment. ARGA employs a systematic, bottom-up research process using a multi-stage Dividend Discount Model (DDM) to estimate the present value of future cash flows. By removing emotional bias and maintaining a long-term perspective, the firm seeks to capitalize on valuation recoveries as business conditions normalize.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with ARGA Investment Management, LLC.
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Frequently asked questions
How is the simulated portfolio for ARGA Investment Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is ARGA Investment Management, LLC's largest holding?
As of the latest filing, ARGA Investment Management, LLC's top position is Xp Inc (XP), representing 12.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is ARGA Investment Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +3.2% with a win rate of 48%. Notably, the portfolio maintains a Sharpe Ratio of 2.93, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does ARGA Investment Management, LLC primarily invest in?
ARGA Investment Management, LLC has a strong preference for the Capital Markets sector, which makes up 12.7% of their disclosed assets. The portfolio also has exposure to Gold, indicating a specific thematic focus.
Is ARGA Investment Management, LLC's portfolio concentrated or diversified?
ARGA Investment Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has ARGA Investment Management, LLC performed in 2026?
Our AI-simulated model portfolio for ARGA Investment Management, LLC tracks a Year-to-Date (YTD) return of -2.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does A. Rama Krishna manage ARGA Investment Management, LLC directly?
Yes, A. Rama Krishna serves as the key portfolio manager for ARGA Investment Management, LLC, overseeing the investment strategy and final capital allocation decisions.