The World's 99 Greatest Investors

John W. Rogers, Jr. is highlighted alongside legendary investors including:


• Warren Buffett

       

• Sir John M. Templeton

• Benjamin Graham

       

• Ralph Wanger

• Peter Lynch

       

       


in this unique book by Magnus Angenfelt

(soon to be released in the U.S. by Roos & Tegnér).

The Worlds 99 Greatest InvestorsThe Worlds 99 Greatest InvestorsThe Worlds 99 Greatest Investors

 


This is an excerpt from the book entitled The World’s 99 Greatest Investors: The Secret of Success by Magnus Angenfelt (published by Roos & Tegnér). The information contained in the excerpt is not guaranteed as to its accuracy or completeness. This material should not be considered an offer for any of the securities referenced. The opinions expressed in this article were as of the date of the publication but are subject to change. The information provided in this reprint does not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular security.

Investing in small-cap stocks is more risky and more volatile than investing in large cap stocks. Note: Past performance does not guarantee future results. Investing in small-sized companies is more risky and more volatile than investing in large companies. Performance results are net of transaction costs and reflect the reinvestment of dividends and other earnings. Net returns reflect the deduction of the maximum advisory fee in effect for the respective period, which is currently 1.00% per annum. Actual fees may vary depending on, among other things, the applicable fee schedule and portfolio size. Fee information is available upon request and may also be found in Ariel’s Form ADV, Part 2. Returns are calculated in U.S. dollars. Performance data quoted in the excerpt represents average annual gross returns of the Ariel Small Cap Value Tax-Exempt Composite for the period from 09/30/1983 to 07/31/2013 and the benchmark data quoted is the average annual returns of the Russell 2000® Index for the same period. For the period from 09/30/1983 to 07/31/2013, the Russell 2000® Value Index’s average annual return was +11.17%. Click here for the standardized performance and performance data current to the most recent month-end for Ariel Small Cap Value Tax-Exempt Composite.

Ariel Investments, LLC offers its advisory services in the form of composite accounts, which are available to institutional clients, including public and private retirement plans, union plans, foundations and endowment funds, high net worth individuals, and managed accounts under wrap programs sponsored by other firms. Advisory services provided and the fees charged will vary depending upon the nature of the account under management. Ariel Investments also manages mutual funds that are available to the public for purchase or sale directly or through an intermediary, such as a broker, bank, investment adviser or record-keeper. The performance of the Ariel Investments mutual funds will differ from the composite performance presented in this excerpt. 

 

 

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