A true small-cap strategy: a concentrated, benchmark-agnostic portfolio of quality growth businesses, selected one at a time from the thousands of small companies across the emerging world. We aim to own them early, and hold them patiently as they grow into their potential.
There are more than 18,000 emerging-market companies between $20 million and $2 billion in market cap that most global investors rarely examine. Sell-side coverage is also thin: nearly 80% of that universe has no analyst recommendation at all, and accessible information is in genuinely short supply. For a passive or generalist investor, that’s the reason to stay away. For us, that’s the opportunity.
Quality has a financial fingerprint: high and rising returns on capital, margins that hold or widen as the business grows, double-digit sales growth that outpaces peers, and a strong balance sheet. We buy those businesses while they are still small and few investors are looking, and we hold them as the earnings compound.
Past performance is not indicative of future performance. Returns of less than one year are not annualized, and all returns are net of the Fund’s management fees, applicable high-water-mark fees, and Fund expenses.
The strategy seeks high risk-adjusted returns in emerging markets, with a focus on small-cap equities.
| Strategy | Ark Global Emerging Companies (AEC) |
|---|---|
| Inception | January 2018 |
| Asset class | Emerging-Market Small-Cap |
| Benchmark | MSCI EM Small Cap ETF (EEMS) |
| Holdings | 50–70 |
| Strategy AUM | $92.5 millionAs of September 2026 |
| Vehicles | Limited Partnership · SMA |
| Minimum | $1 million (LP) · $30 million (SMA) |
Holdings are subject to change.
This offering page for Ark Global Emerging Companies, L.P (the “Fund”) is for informational purposes only. The offering is made only by means of the Fund’s Private Placement Memorandum dated December 2023, subscription documents, and other applicable documents (collectively, the “Offering Documents”). The information on this offering page is a summary of the Fund’s offering, does not purport to be complete, and should not be considered as part of the Offering Documents. All investors must read the Offering Documents in their entirety prior to investing in the securities.
Seven Canyons Advisors is a federally registered investment adviser and serves as the Fund’s investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Investing in private placement securities such as this offering, is speculative and involves a risk of loss. Returns are not guaranteed.