ARGA Emerging Markets Value Fund Institutional Shares (ARMIX)

Overview

The fund primarily focuses on investment opportunities within emerging markets, targeting at least 80% of its net assets, plus any borrowings for investment purposes, towards securities of emerging market companies. This includes investments in a variety of instruments that exhibit economic characteristics similar to traditional securities. By dedicating its portfolio to the growth and potential of emerging markets, the fund seeks to capitalize on the dynamism and evolving economic landscapes of these regions. Investment in emerging markets involves tapping into the growth potential of companies situated in countries experiencing rapid economic growth and development, offering investors exposure to diverse sectors and industries.

Products and Services

• Common Stocks and Depositary Receipts

The fund invests in common stocks and depositary receipts, which include American Depositary Receipts (ADRs), European Depositary Receipts (EDRs), and Global Depositary Receipts (GDRs). These instruments provide the fund with equity ownership in foreign companies, allowing for participation in the growth of these entities while managing the challenges of investing directly in foreign markets. Depositary receipts represent shares of a foreign company and are traded on a local stock exchange, offering a pathway to diversifying internationally with potentially reduced risks and complexities.

• Preferred Stocks, ETFs, and REITs

In addition to common stocks and depositary receipts, the fund may also allocate investments towards preferred stocks, exchange-traded funds (ETFs), and real estate investment trusts (REITs). Preferred stocks offer the benefits of both equity and debt instruments, often providing fixed dividends, which could enhance the fund's income stability. Investing in ETFs allows the fund to gain exposure to a broad range of securities or specific sectors within emerging markets, enabling effective diversification. REITs present an opportunity to invest in real estate within these markets, offering potential income through dividends and capital appreciation, further diversifying the fund's investment portfolio.