Why Ariel Chairman & CEO, John W. Rogers, Jr. believes values can be found in financials.
In this broadcast, John W. Rogers, Jr. candidly discusses the financial markets and certain individual companies. These opinions are current as of the date of the broadcast, but are subject to change. The information provided 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.
Mr. Rogers discusses specific companies, which may be held in certain portfolios Ariel manages. Portfolio holdings are subject to change. The performance of any single portfolio holding is no indication of the performance of the entire portfolio in which it is held. See current holdings information for Ariel’s portfolios on this web site by clicking on a portfolio’s “Holdings” tab.
Investing in small- and mid-cap stocks is more risky and more volatile than investing in large cap stocks. Ariel Fund and Ariel Appreciation Fund concentrate a significant portion of their assets in the financial services and consumer discretionary sectors, and their performance may suffer if these sectors underperform the overall stock market.
The performance referenced in the broadcast represents past performance and is the cumulative return of Ariel Fund’s Investor class shares, specifically +236%, for the period beginning March 9, 2009 and ending June 30, 2013. Past performance does not guarantee future results. All performance assumes the reinvestment of dividends and capital gains. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Click for standardized performance, the expense ratio and performance data current to the most recent month-end for Ariel Fund and Ariel Appreciation Fund. The extraordinary performance shown for the recent short-term period(s) may not be sustainable and is not representative of the performance over longer periods.