White Flag, after Jasper Johns from Pictures of Magazines 2, 2012 © Vik Muniz/VAGA at ARS, NY Derived from White Flag, 1955 © Jasper Johns/VAGA at ARS, NY

 

This work After White Flag, by Jasper Johns is by Vik Muniz, a Brazilian artist who creates photographic works based on collages that replicate or suggest great works in the history of art. This photograph is from a series called Pictures of Magazines. The artist has taken hundreds of magazine photos to replicate a work by Jasper Johns from 1961, White Flag. What’s fascinating is that the myriad of small images are themselves interesting to ponder as close-ups, but it isn’t until you step back a few feet that you see the complete image in all its splendor.

 

We espouse this bifocal view in our investing diligence process too, piecing together the mosaic of economic, financial, political, and industry data points to create our vision of the themes that will drive the future and related investment opportunities.

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Who we are

About Us

Founded in 2001* in New York City, Aragon invests in the internet, technology, and consumer sectors.

*Aragon Global Management, LLC was founded in 2001, and is succeeded by Aragon Global Management LP, which was formed in 2019

Values

LONG-TERM VIEW

Our investment time horizon is multi-year and we look to invest in companies and people for the long-term.


PURSUIT OF EXCELLENCE

We look for people and companies that embrace a culture of pursuing excellence.


TEAMWORK

We work together across specialties, recognizing that new insights often come from outside of one’s area of experience.


MERITOCRACY

We believe that each of our team members should constantly be challenged and given many opportunities to grow inside the firm.

 

STEWARDSHIP

We care about our people and our communities.

Founder

Anne Dias, Founder and Chief Executive Officer

ANNE DIAS

FOUNDER AND CHIEF EXECUTIVE OFFICER

L

Anne Dias launched Aragon Global Management in 2001, with seed capital from Julian Robertson of Tiger Management. Aragon rapidly became one of the largest and most recognized asset managers led by a woman.  Ms. Dias is currently the Portfolio Manager of Aragon.

 

Before starting Aragon, Ms. Dias worked at Viking Global Investors, where she was a member of the start-up investment team, overseeing investments in media and internet stocks.  Ms. Dias started her career as a financial analyst at Goldman Sachs in London and New York, and later joined Soros Fund Management, where she was a portfolio manager.

 

Ms. Dias is a dedicated philanthropist in the areas of education and the arts. A French native, she fosters ideas-sharing and relationships between Europe and the United States. Ms. Dias serves on the board of the Museum of Modern Art and Harvard Business School.

 

Ms. Dias graduated Phi Beta Kappa and summa cum laude from Georgetown University School of Foreign Service and received her MBA from Harvard Business School.

Team

Our team consists of seasoned finance professionals and industry analysts from a range of backgrounds and experiences, who share a commitment to industry-focused fundamental investing. The team is opportunistic and all-terrain, evaluating equity investments across public and private markets.

 

We have an international DNA and many members of our investment team have lived and worked in several countries. Our team operates out of offices in Miami and Paris. Having “feet on the ground” is important to developing our differentiated view on companies in Europe.

Investment Philosophy

Aragon invests in companies around the world with a multi-year investment time horizon. Our investment philosophy is based on three core principles :

Fundamental Investing

Beyond the simple mathematical principle of compounding, investing for the long term allows Aragon to partner with management teams that we believe are transforming their businesses. As a long term investor, we have the ability to deploy our balance sheet, positioning ourselves to seek unforeseen opportunities in reaction to changing markets.

“IN THE SHORT RUN, THE MARKET IS A VOTING MACHINE BUT IN THE LONG RUN IT IS A WEIGHING MACHINE.”

WARREN BUFFETT

Thematic Investing

We strive to identify key megatrends – disruptive innovation that we think will create -- and/or destroy -- value over the next three to five years. These transformational themes form the pillars of our portfolio. With technology transforming the fabric of companies and our ways of life, we believe we are living through a period, not unlike the beginning of the Industrial Revolution or the early days of electricity, where winner-take-all business models are emerging and creating tremendous value for shareholders.

 

Thematically, we believe AI applications and cloud systems will beget the greatest disruption and innovation, especially in the sectors of global e-commerce, payments and new Saas software verticals.

“AI WILL DO FOR DATA WHAT ELECTRICITY DID FOR ENERGY. It will allow us to quantify and analyze all kinds of things in real-time that used to be intuitive, inexact, or plain unknowable. This will create considerable value for the companies that can leverage it.”

ANNE DIAS, GRANT’S INTEREST RATE OBSERVER CONFERENCE

Global Investing

We look to invest in companies that have potential to benefit from our core long-term themes, wherever they might be located. Often times, innovation is born in one part of the world and quickly replicated, adapted and enhanced in another part of the world. Some of the most disruptive trends today are occurring outside of the US and Europe, with companies in Asia and Latin America leap-frogging longstanding players.

“Themes travel, across time, across industries, and across countries. Examples of what happened in history, or even presently but in other countries, help us to SEEK TO identify future winners and losers.”

Anne Dias

What we do

Global Equities

Aragon has been investing in global equities since 2001. We deploy our networks and our investment philosophy to seek to identify attractive public companies within the internet, technology and consumer sectors.  

Private Assets

Aragon co-invests in private companies, sourced through our network of founders and investors. As lines are blurring between private and public investments, Aragon looks to invest in private companies in an opportunistic way.

Aragon Philanthropies

Making a difference is important to the Aragon team. There is no shortage of problems in the world. Together, we strive to help make our society a better place through community-driven initiatives in education and the arts. As an investor in digital transformation, we also care especially about projects that leverage technology to deliver change for good in our society.

 

All of our team members share their input and insights to work collectively on our philanthropic initiatives. We use an investor’s framework to assess the programs we support.

 

Aragon gives two types of grants:

Investment grants

Investment grants are long-term partnerships with the grantee. These partnerships last multiple years, allowing us to develop relationships with the institution and its members. Our investment grants are primarily focused on education and the arts. 

“Make no little plans; they have no magic to stir men's blood and
probably themselves will not be realized. Make big plans; aim high in hope and work, remembering that a noble, logical diagram once recorded will never die, but long after we are gone be a living thing, asserting itself with ever growing insistency.”

Daniel Burnham (1910), Architect, urban engineer and author of the Plan of Chicago

Knowledge grants

Through our knowledge grants we lend some of our time and analytical firepower to help solve a strategic issue for one non-profit or cultural institution each year. 

“I have been impressed with the urgency of doing. Knowing is not enough; we must apply. Being willing is not enough; we must do.”

Leonardo da Vinci

Careers

Associate Internship Program

Aragon’s Associate Internship program aims at providing young professionals with a strong foundation of skills and an all-terrain training within our Equities Research or Risk/Quantitative teams. As an Associate Intern, you will be an integral part of our business and work

closely alongside skilled professionals, gaining access and an unparalleled learning experience.

 

More information on Aragon's Associate Internship Program here.

Available Positions

We are looking for highly motivated and talented individuals to join the Aragon team. 

Updates

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