- Our Products
Separately Managed Accounts
Ariel Micro-Cap Value
Invests in deeply undervalued micro-cap companies- > Ariel Small Cap Value
Invests in high quality, undervalued small companies
- > Ariel Small/Mid Cap Value
Invests in high quality, undervalued small- and medium-sized companies
- > Ariel Mid Cap Value
Invests in high quality, undervalued medium-sized companies
- > Ariel Focused Value
Invests in a concentrated number of high quality, undervalued medium- and large-sized companies
- > Ariel International Equity (DM)
Invests in undervalued, quality franchises in overseas markets
- > Ariel International Equity (DM/EM)
Invests in undervalued, quality franchises in overseas and emerging markets
- > Ariel Global Equity
Invests in undervalued, quality franchises in markets around the world
Mutual Funds
- > Ariel Fund
Invests in high quality, undervalued small- and medium-sized companies
- > Ariel Appreciation Fund
Invests in high quality, undervalued medium-sized companies
- > Ariel Focus Fund
Invests in a concentrated number of high quality, undervalued companies across all market capitalization ranges
- > Ariel Discovery Fund
Invests in deeply undervalued small companies
- > Ariel International Equity Fund
Invests in undervalued, quality franchises in overseas markets
- > Ariel Global Equity Fund
Invests in undervalued, quality franchises in markets around the world
- Performance
Our Products
Our separately managed accounts include:
- Ariel Micro-Cap Value Product
Managed by David Maley, with a track record dating back to July 31, 2002, invests in companies with market capitalizations generally below $500 million - > Ariel Micro-Cap Value Product Fact Sheet - 1Q13
- Ariel Small Cap Value Product
Managed by John W. Rogers, Jr. since its inception in 1983, searches for companies with market capitalizations generally between $200 million and $2 billion - > Ariel Small Cap Value Product Fact Sheet - 1Q13
- Ariel Small/Mid Cap Value Product
Managed by John W. Rogers, Jr., with a track record dating back to 2000, searches for companies with market capitalizations generally between $1 billion and $7.5 billion - > Ariel Small/Mid Cap Value Product Fact Sheet - 1Q13
- Ariel Mid Cap Value Product
Co-managed by John W. Rogers, Jr. and Tim Fidler with a track record dating back to 1990, focuses on companies between $2 billion and $15 billion in market capitalization - > Ariel Mid Cap Value Product Fact Sheet - 1Q13
- Ariel Focused Value Product
Co-managed by Charlie Bobrinskoy and Tim Fidler since its March 2005 inception, invests in companies with market capitalizations generally above $10 billion - > Ariel Focused Value Product Fact Sheet - 1Q13
- Ariel International Equity Product (DM)
Managed by Rupal Bhansali since its inception on December 31, 2011, invests in overseas markets across the market capitalization spectrum - > Ariel International Equity Product (DM) Fact Sheet - 1Q13
- Ariel International Equity Product (DM/EM)
Managed by Rupal Bhansali since its inception on December 31, 2011, invests in overseas and emerging markets across the market capitalization spectrum - > Ariel International Equity Product (DM/EM) Fact Sheet - 1Q13
- Ariel Global Equity Product
Managed by Rupal Bhansali and launched on December 31, 2011, invests in companies throughout the world across all market capitalization ranges - > Ariel Global Equity Product Fact Sheet - 1Q13
The mutual funds we offer are:
- Ariel Fund
Small/mid cap value fund managed by John W. Rogers, Jr. since its inception in 1986, invests primarily in the stocks of companies with market capitalizations between $1 billion and $7.5 billion - > Ariel Fund Fact Sheet - 1Q13
- Ariel Appreciation Fund
Mid cap value fund co-managed by John W. Rogers, Jr. and Tim Fidler with a track record dating back to 1989, invests primarily in companies with market capitalizations between $2 billion and $15 billion - > Ariel Appreciation Fund Fact Sheet - 1Q13
- Ariel Focus Fund
All cap value fund co-managed by Charlie Bobrinskoy and Tim Fidler since its June 2005 inception. - > Ariel Focus Fund Fact Sheet - 1Q13
- Ariel Discovery Fund
Launched on January 31, 2011 and managed by David Maley, invests in small cap deep value securities with market capitalizations under $2 billion - > Ariel Discovery Fund Fact Sheet - 1Q13
- Ariel International Equity Fund
International equity fund managed by Rupal Bhansali since its inception on December 30, 2011, invests in overseas markets across the market capitalization spectrum - > Ariel International Equity Fund Fact Sheet - 1Q13
- Ariel Global Equity Fund
Launched on December 30, 2011 and managed by Rupal Bhansali, invests in companies throughout the world across all market capitalization ranges - > Ariel Global Equity Fund Fact Sheet - 1Q13
Charlie Bobrinskoy discusses Ariel’s unique approach to finding high-quality companies with fortress-like balance sheets
Learn how David Maley applies Graham and Dodd’s deep value approach to his portfolios
You may also be interested in
Micro-cap equities present a compelling investment opportunity for long-term investors.
