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The Way to Succeed
 
 

Behavioral Finance: An Ariel View with John W. Rogers, Jr., Charlie Bobrinskoy, Rupal Bhansali and David Maley


This information provided for educational purposes only and is not tax, legal, financial planning or investment advice. Neither the information nor any opinion expressed in this section constitutes an offer to buy or sell any securities or advisory products. The information provided is general and is not information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular security. In this replay, speakers candidly discuss the financial markets and certain individual companies. These opinions were current as of the date of the conference, but are subject to change.

Speakers discuss 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. The holdings mentioned do not represent all of the securities purchased, sold, or recommended for investors. See current holdings information for Ariel’s portfolios on this web site by clicking on a portfolio’s “Holdings” tab.

Past performance does not guarantee future results. Investing in equity stocks is risky and subject to the volatility of the markets. Investing in micro, small, and mid cap stocks is more risky and more volatile than investing in large cap stocks. Attempting to purchase with a margin of safety on price cannot protect investors from the volatility associated with stocks, incorrect assumptions or estimations on our part, declining fundamentals or external forces. Investments in foreign securities may underperform and may be more volatile than comparable U.S. stocks because of the risks involving foreign economies and markets, foreign political systems, foreign regulatory standards, foreign currencies and taxes. The use of currency derivatives and exchange-traded funds (ETFs) may increase investment losses and expenses and create more volatility. Investments in emerging and developing markets present additional risks, such as difficulties in selling on a timely basis and at an acceptable price.

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Past performance does not guarantee future results. © Ariel Investments, LLC. The mutual funds offered by Ariel Investment Trust are distributed by Ariel Distributors, LLC. Use of this website is subject to our Terms & Conditions of use. Each of the investment products, mutual funds or services referred to in this site may be offered only to persons in the United States. This web site should not be considered a solicitation or offering of any investment products, funds or services to investors outside the United States. Original illustrations © Omar Rayyan 2007.