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Rupal J. Bhansali
Chief Investment Officer, International & Global Equities
Portfolio Manager

A Born Investor


Coming from a long line of bankers and brokers, Rupal Bhansali grew up on stock stories instead of fairy tales. Eager to enter the world of finance, she learned accounting by the age of 16 and began working in the field right out of high school. By age 24, she had edited prospectuses, calculated residual values on lease portfolios and learned how to trade foreign exchange.

During her college days, Rupal was known for challenging conventional wisdom. To break the cyclical habit of students job-hunting upon graduation, she encouraged them to consider entrepreneurship as a path to success by launching a competition called "Mind Your Own Business".

Rupal learned the meaning of volatility firsthand, when she came to the United States to pursue her MBA at the University of Rochester in Rochester, N.Y., in 1991. The Indian rupee had just devalued by a massive 40%, and stock markets tumbled worldwide due to a global recession. Fortunately, she had earned a Rotary Foundation Scholarship that was not subject to currency risk or equity market fluctuations, which meant she could still fund her education. That formative shock lesson continues to guide her risk management philosophy today.

After earning her MBA, Rupal initially worked on emerging markets and then later on developed markets around the world. Although unusual for a long-only manager, her buy-side career began on the long-short side at Soros, where she sharpened her focus on absolute returns and downside protection. By age 30, she was managing money as an analyst/portfolio manager at Oppenheimer Capital in New York. In 2001, Rupal joined Mackay Shields, where she led the international equities division and enjoyed a distinguished career for 10 years. Fittingly, in September 2009, Forbes International named her a Global Guru. Rupal’s unconventional investment views and non-consensus stock picks have also been widely featured in leading publications such as The Wall Street Journal, USA Today, Financial Advisor and the Australian Financial Review.

Rupal joined Ariel in 2011 as Chief Investment Officer for International and Global Equities. She found a kindred spirit in Ariel, where her investment philosophy of applying independent thinking and owning high-conviction, concentrated portfolios coincided with the firm's philosophy.

Having grown up, lived, studied and worked in multiple geographies, Rupal has a keen understanding of the socio-economic-political environments and cultural attributes of various countries in the world.  She has several decades of experience analyzing corporate strategies and business models of thousands of companies in a variety of industries operating in North America, Europe and Japan as well as Latin America, Eastern Europe and Asia.

It is clear, Rupal was born to invest.




Learn more about Rupal Bhansali and Ariel's Global products:

Rupal Bhansali
Meet Rupal J. Bhansali and hear her philosophy on global investing
Rupal Bhansali
Rupal J. Bhansali talks risk management and finding the blue chips of tomorrow
Risk Management and Return Management
Rupal J. Bhansali explains her unique approach to managing potential risks as well as returns
Rupal Bhansali
Rupal Bhansali details her investment philosophy as portfolio manager of Ariel International Fund and Ariel Global Fund
Rupal Bhansali
Ariel International Fund and Ariel Global Fund Portfolio Manager Rupal Bhansali shares her unique approach to managing risk
Rupal Bhansali On What to Buy Now
Rupal Bhansali joins the 2019 Barron’s Roundtable and shares stock picks for a changing and tumultuous world
Stock Picks from the Pros
Rupal Bhansali joins the 2019 Barron’s Roundtable and shares stock picks for a changing and tumultuous world
Goodbye to Gloom
Rupal Bhansali and her fellow Barron's 2019 Roundtable members see a decent year ahead for stocks
The Rewards of Reining In Risk
What is the biggest risk for international investors? Rupal Bhansali shares with Morningstar magazine





Investing in equity stocks is risky and subject to the volatility of the markets. Foreign investments may underperform and may be more volatile than comparable U.S. stocks because of the risks involving foreign economies and markets, political systems, regulatory standards, currencies and taxes. The use of currency derivatives and exchange-traded funds (ETFs) may increase investment losses and expenses and create more volatility. Investments in emerging markets present additional risks, such as difficulties in selling on a timely basis and at an acceptable price.

Investors should consider carefully the investment objectives, risks, and charges and expenses before investing. For a current summary prospectus or full prospectus which contains this and other information about the funds offered by Ariel Investment Trust, call us at 800-292-7435 or click here. Please read the summary prospectus or full prospectus carefully before investing. Distributed by Ariel Distributors, LLC, a wholly-owned subsidiary of Ariel Investments, LLC. Ariel Distributors, LLC is a member of the Securities Investor Protection Corporation.





Rupal Bhansali
Global Research Team
 
 
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