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3rd Quarter 2022 Portfolio Manager Conference Call
Another Market Update
Watch the replay and read a summary of our second semi-annual 2022 Portfolio Manager Conference Call. Co-CEOs John W. Rogers, Jr. and Mellody Hobson were joined by our portfolio managers to provide an update on the markets.
John W. Rogers sitting at a desk writing
Portfolio Company Spotlights
Read perspectives from our research team on Ariel holdings, CarMax, Inc., Generac Holdings, Inc., Koninklijke Ahold Delhaize N.V., and The J.M. Smucker Company.
John W. Rogers, Jr.
Special Report: Midyear Outlook
Read about John W. Rogers, Jr.’s value-oriented approach to challenging times.
Rupal Bhansali
An International Value Fund Wins by Losing Less
Chief Investment Officer of Global Equities Rupal Bhansali spoke with Barron’s about why she screens on risk and how she uses the process of elimination in her strategies.
2021 ESG Annual Report
Ariel Investments Annual ESG Report Now Available
In our 2021 Annual Report, we outline our disciplined approach to what we call ‘active ESG’ and detail the outcomes we achieved over the past year.
Invaluable Insights 2022
Invaluable Insights Part III: What’s Next
Ariel Investments assembled legendary value investors for a lively debate on what’s ahead for investors in 2022, stock picks, and more.
empty boardroom
Introducing the Inaugural Black Corporate Directors Study
A new Ariel study of Black, Latino and Latina Fortune 500 board members shows companies struggle to operationalize diversity, equity and inclusion goals, despite greater board diversity.
Mellody Hobson: How the Fund Industry Can Make Real Progress on Diversity
An Early Adopter of ESG Values
Mellody Hobson discusses Ariel Fund’s 35-year track record and how ESG is in Ariel’s DNA.
John Rogers
John Rogers Is Winning
The Ariel Investments Co-CEO has triumphed in the boardroom and on the basketball court. Now he says value investing’s comeback is just beginning.
Mutual Funds
No-load mutual funds for investment accounts, IRAs, 401(k) plans/rollovers, or college savings programs for individual investors.
> Ariel Mutual Funds
Separate Accounts
Investment management for pension plans, foundations, endowments, other institutional investors, and their consultants.
> U.S. Investors
Non-U.S. Investors
Global separate accounts for non-U.S. institutional investors and their consultants.
> U.S. Investors
> Asia Pacific & Middle East Investors
Just Posted
3Q22 Mutual Fund Annual Report
3Q22 Mutual Fund Fact Sheets
3Q22 Separate Account Quarterly Commentary and Portfolio Manager Letters
3Q22 Mutual Fund Quarterly Commentary and Portfolio Manager Letters
Ariel Investments
2022 Distributions
Final capital gain distribution details are now available.
Company Spotlights
Company Spotlights: 3Q22
A closer look at the research and analysis that take place during the lifetime of featured Ariel stock holdings.
John Rogers
John W. Rogers, Jr. on Finding Value in Volatility
John W. Rogers, Jr. discusses finding value in volatility with Bloomberg’s Caroline Hyde at Bloomberg Invest.
Rupal Bhansali
Ariel’s Rupal Bhansali: A Regime Change is Underway
Rupal Bhansali speaks with CNBC Anchor Brian Sullivan about her market outlook.
John Rogers
John W. Rogers, Jr. on “The World According to Boyar”
John W. Rogers, Jr. discusses his career in stock picking and Ariel’s current domestic holdings.
Mellody Hobson
Most Powerful Women: Mellody Hobson
Mellody Hobson is once again named to Fortune’s 50 Most Powerful Women list.
John Oxtoby
John Oxtoby and the Rapidly Changing Field of ESG
The University of Chicago Harris School of Public Policy interviews John Oxtoby about his approach to ESG.
Danan Kirby
Inflation: ‘Value is still the place to be,’ VP, client portfolio manager says
Danan Kirby is interviewed on Yahoo Finance about value stocks.
Mutual Funds
No-load mutual funds for investment accounts, IRAs, 401(k) plans/rollovers, or college savings programs for individual investors.
> Ariel Mutual Funds
Separate Accounts
Investment management for pension plans, foundations, endowments, other institutional investors, and their consultants.
> U.S. Investors
Non-U.S. Investors
Global separate accounts for non-U.S. institutional investors and their consultants.
> U.S. Investors
> Asia Pacific & Middle East Investors
Fund Performance
as of 11/29/2022
Fund
Price
Change
YTD
Ariel Fund
View Full Performance
Investor class
$64.98
$0.66
-15.74%
Institutional class
$65.23
$0.67
-15.49%
Ariel Appreciation Fund
View Full Performance
Investor class
$38.95
$0.29
-10.49%
Institutional class
$39.14
$0.28
-10.24%
Ariel Focus Fund
View Full Performance
Investor class
$14.62
$0.11
-7.31%
Institutional class
$14.67
$0.12
-7.07%
Ariel International Fund
View Full Performance
Investor class
$12.96
$-0.05
-12.61%
Institutional class
$12.69
$-0.05
-12.42%
Ariel Global Fund
View Full Performance
Investor class
$17.17
$0.03
-5.66%
Institutional class
$16.64
$0.03
-5.46%
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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Form ADV, Parts 1 & 2 | Client Relationship Summary | Privacy Policy | Policies & Procedures | Terms & Conditions | Important Information for Non-US Investors
Past performance does not guarantee future results. © Ariel Investments, LLC. This website and all of its content is for informational and educational purposes only and should not be considered to be investment advice or a recommendation to buy or sell any particular security. The mutual funds offered by Ariel Investment Trust are distributed by Ariel Distributors, LLC, a wholly-owned subsidiary of Ariel Investments, LLC. Use of this website is subject to our Terms & Conditions. The Ariel mutual funds 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 ineligible investors, investors for whom such products, funds or services are not suitable, or investors outside the United States.

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Ariel Distributors, LLC is a member of the Securities Investor Protection Corporation