Invaluable Insights 2020
Legendary value investors discuss and debate the challenges of managing portfolios during a global pandemic.
Hunker down. Weather the storm.
Financial wellness advice in times of COVID-19 from Co-CEO and Chief Investment Officer, John W. Rogers, Jr.
Barron’s Roundtable 2020 Part 2: Time to Short Apple
Rupal Bhansali elaborates on her contrarian stock picks.
Barron’s Roundtable 2020 Part 1: High Risks, Healthy Reward
Rupal Bhansali shares her ideas on inflation, the twin deficits in the U.S., and the unsung technology hero across the U.S. economy—healthcare.
Passive Investing "Is Not a Strategy"
Rupal Bhansali makes the case for actively managed value funds.
Mellody Hobson featured in Forbes
Mellody Hobson speaks to the power of paying your dues.
Mellody Hobson highlighted in The Journal of Investment Consulting
Mellody Hobson on diversifying personnel as well as portfolios.
Mellody Hobson on CNBC from J.P. Morgan’s EMEA CFO Forum
Mellody Hobson offers her perspective on the American dream, the benefits of active value investing, and being a financial literacy evangelist.
A closer look at the research and analysis that take place during the lifetime of featured Ariel stock holdings
Find tax form information, mailing dates, and which forms apply to you
Final income distribution and final capital gain distribution details are both now available
Rupal Bhansali is highlighted as a rare female portfolio manager in the industry, and encourages young women to follow in her footsteps
Mellody Hobson encourages minorities to speak their truth and be bold
John W. Rogers, Jr. talks to David Rubenstein about what makes a great leader and his story to success
Rupal J. Bhansali explains her unique approach to managing potential risks as well as returns
We are delighted to share a sample of the non-profit organizations our firm supports
as of 07/10/2020
Performance data quoted is past performance, which does not guarantee future results. All performance assumes 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 quoted. For month-end and standardized performance data and expense ratios, click the "View Full Performance" links above. Click here to download a Fund Prospectus.
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