- 2009 Income Distribution ESTIMATES & Final Capital Gains Information
- SmartMoney: "The Comeback Kids" featuring John W. Rogers, Jr., December 2009
- New York Times: "They Bulked Up on Bargain Stocks" featuring John W. Rogers, Jr., October 11, 2009
- Ticker Magazine: "Contrarian and Concentrated Values"
- Forbes: "Separating Luck From Skill" by John W. Rogers, Jr., November 30, 2009
- The Ariel/Hewitt study: 401(k) Plans in Living Color
Ariel Investments will make income distributions on Tuesday, December 29, 2009 to shareholders of record as of Monday, December 28, 2009. For ESTIMATES of those distributions as well as final Capital Gains information, click here.
According to SmartMoney, "Once scorned, these legendary fund managers are staging a surprising comeback. Do their investing strategies and stock picks make sense now?"
Last year’s market downturn punished many investors, but also provided buying opportunities that value managers love. Find out how buying during times of maximum pessimism ultimately rewarded shareholders.
Timothy Fidler, co-portfolio manager of Ariel Focus Fund, discusses how a contrarian outlook is integral to maintaining a concentrated portfolio of stocks with solid free cash flows.
In his November 30, 2009 Forbes column, John W. Rogers, Jr., Founder and Chief Investment Officer of Ariel Investments, LLC, explains the differences between luck and skill when it comes to investing results.
Groundbreaking study reveals African-Americans and Hispanics significantly less prepared for retirement than their white and Asian counterparts.
- Portfolio Analysis
- Portfolio Company Spotlights
For updated information about our funds and to learn more about our investment approach, click here.
To learn how our analysts and portfolio managers evaluate which stocks to purchase, read our recently featured company spotlights.
| NAV | $ 39.11 |
| Daily Change | 0.57% |
| YTD Return | 65.72% |
| View full performance | |
| NAV | $ 35.96 |
| Daily Change | 0.53% |
| YTD Return | 65.11% |
| View full performance | |
| NAV | $ 9.48 |
| Daily Change | 0.53% |
| YTD Return | 34.09% |
| View full performance | |

