Research Affiliates

(USA)



Total value of assets invested/managed by Research Affiliates: $ 1,089 M in 65 companies

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65 results  Total investment of current selection: $ 1,089 M


# Name Name Name Type HQ Country of HQ Country of HQ Sectors subsidiaries Shares $M Bonds $M Total $M
1 Vale SA Research Affiliates investment USA Brazil North America South America Vale SA 190 M 190 M
2 China National Petroleum Corporation (CNPC) Research Affiliates investment USA China North America East Asia China National Petroleum Corporation (CNPC), China Petroleum Engineering Corporation, CNPC Capital Co Ltd, CNPC General Capital Ltd, CNPC Global Capital Ltd, CNPC Xinjiang Oil Field Co, KunLun Energy Company Ltd, Maoming Bohe LNG Co Ltd, PetroChina Company Ltd, Petrochina Kunlun Gas Co Ltd, SNPS-Aktobemunaygaz AO 158 M 158 M
3 Petroleo Brasileiro SA – Petrobras Research Affiliates investment USA Brazil North America South America 139 M 139 M
4 China Petrochemical Corporation (Sinopec Group) Research Affiliates investment USA China North America East Asia China Petrochemical Corporation (Sinopec Group), China Petroleum & Chemical Corporation (Sinopec Corp), Guangxi Gas Group Co Ltd, Sinopec Capital 2013 Ltd, Sinopec Century Bright Capital Investment Ltd, Sinopec Engineering Group Co Ltd, Sinopec Finance Co Ltd, Sinopec Great Wall Energy & Chemical Co Ltd, Sinopec Group Overseas Development (2012) Ltd, Sinopec Group Overseas Development (2013) Ltd, Sinopec Group Overseas Development (2014) Ltd, Sinopec Group Overseas Development (2015) Ltd, Sinopec Group Overseas Development (2016) Ltd, Sinopec Group Overseas Development (2017) Ltd, Sinopec Group Overseas Development (2018) Ltd, Sinopec Group Overseas Development Ltd, Sinopec Shanghai Petrochemical Co Ltd 129 M 129 M
5 Vedanta Resources Ltd Research Affiliates investment USA United Kingdom North America Europe (non EU) Athena Chhattisgarh Power Ltd, Meenakshi Energy Ltd, Talwandi Sabo Power Ltd, Vedanta Finance UK Ltd, Vedanta Ltd, Vedanta Resources Finance Ltd, Vizag General Cargo Berth Pvt Ltd 58 M 58 M
6 Hyundai Engineering & Construction Co Ltd Research Affiliates investment USA South Korea North America East Asia Hyundai Engineering & Construction Co Ltd 46 M 46 M
7 Glencore PLC Research Affiliates investment USA Switzerland North America Europe (non EU) Bulga Coal Management Pty Ltd, Carbones del Cerrejon Ltd, Elk Valley Mining Limited Partnership, Elk Valley Resources Ltd, Finges Investment BV, Glencore (Schweiz) AG, Glencore Australia Holdings Pty Ltd, Glencore Canada Corp, Glencore Capital Finance DAC, Glencore Finance (Bermuda) Ltd, Glencore Finance (Canada) Ltd, Glencore Finance (Europe) Ltd, Glencore Funding LLC, Glencore Group Funding AG Ltd, Glencore International AG, Glencore PLC, Hail Creek Joint Venture, Rolleston Coal Holdings Pty Ltd, Ulan Coal Mines Ltd, Wandoan Holdings Pty Ltd 34 M 34 M
8 Korea Electric Power Corporation (KEPCO) Research Affiliates investment USA South Korea North America East Asia Guam Ukudu Power LLC, KEPCO for Power Company, Korea East-West Power Co Ltd, Korea Electric Power Corporation (KEPCO), Korea Midland Power Co Ltd, Korea South-East Power Co Ltd, Korea Southern Power Co Ltd, Korea Western Power Co Ltd 29 M 29 M
9 Equinor ASA Research Affiliates investment USA Norway North America Europe (non EU) Equinor ASA, Equinor New Energy Ltd 27 M 27 M
10 Indian Oil Corporation Ltd Research Affiliates investment USA India North America South Asia Indian Oil Corporation Ltd 27 M 27 M
11 Oil and Natural Gas Corporation Ltd (ONGC) Research Affiliates investment USA India North America South Asia Hindustan Petroleum Corporation Ltd, HPCL LNG Ltd, Oil and Natural Gas Corporation Ltd (ONGC) 26 M 26 M
12 CITIC Group Corp Research Affiliates investment USA China North America East Asia CITIC Corp Ltd, CITIC Group Corp, CITIC Ltd, CITIC Pacific Energy Investment, CITIC Pacific Ltd, CNCB (Hong Kong) Invest Ltd, Jiangsu Ligang Electric POWER Co Ltd, Sunspark Power Investment Company Limited 21 M 21 M
13 SK Inc Research Affiliates investment USA South Korea North America East Asia 8 Rivers Capital LLC, SK E&S Co Ltd, SK Inc, SK Innovation Co Ltd, Whitetail Clean Energy Ltd 19 M 19 M
14 ORLEN SA Research Affiliates investment USA Poland North America Europe (EU) CCGT Gdansk Sp. z o.o., CCGT Grudziadz Sp. z o.o., CCGT Ostroleka Sp. z o.o., Energa Finance AB, Energa SA, ORLEN SA 16 M 16 M
15 Jardine Cycle & Carriage Ltd Research Affiliates investment USA Singapore North America South-East Asia Jardine Cycle & Carriage Ltd, PT Astra International Tbk, PT Pamapersada Nusantara, PT Surya Artha Nusantara Finance, PT Tuah Turangga Agung, PT United Tractors Tbk 14 M 14 M
16 POSCO Holdings Inc Research Affiliates investment USA South Korea North America East Asia POSCO Holdings Inc, Posco International Corporation 10 M 10 M
17 Centrica plc Research Affiliates investment USA United Kingdom North America Europe (non EU) Bord Gais Energy Ltd, Centrica plc 9 M 9 M
18 AGL Energy Ltd Research Affiliates investment USA Australia North America Oceania AGL Energy Ltd, AGL Loy Yang Pty Ltd 8 M 8 M
19 Bharat Petroleum Corporation Ltd Research Affiliates investment USA India North America South Asia Bharat Petroleum Corporation Ltd, Bharat PetroResources Ltd (BPRL) 8 M 8 M
20 PT Alamtri Resources Indonesia Tbk Research Affiliates investment USA Indonesia North America South-East Asia PT Adaro Minerals Indonesia Tbk, PT Alamtri Power Indonesia, PT Alamtri Resources Indonesia Tbk, PT Juloi Coal, PT Kalteng Coal, PT Sumber Barito Coal, PT Tanjung Power Indonesia 7 M 7 M
21 PT Pertamina (Persero) Research Affiliates investment USA Indonesia North America South-East Asia PT Pertamina (Persero), PT Pertamina Power Indonesia, PT Perusahaan Gas Negara Tbk (PGN), PT Saka Energi Indonesia 7 M 7 M
22 OMV AG Research Affiliates investment USA Austria North America Europe (EU) OMV AG, OMV Petrom SA 6 M 6 M
23 LX International Corp Research Affiliates investment USA South Korea North America East Asia LX International Corp 6 M 6 M
24 Baoshan Iron & Steel Co Ltd Research Affiliates investment USA China North America East Asia Baoshan Iron & Steel Co Ltd 5 M 5 M
25 Tokyo Gas Co Ltd Research Affiliates investment USA Japan North America East Asia Tokyo Gas Co Ltd 5 M 5 M





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