Share  |  Print
The World's 99 Greatest Investors

John W. Rogers, Jr. is highlighted alongside legendary investors including:

• Warren Buffett


• Sir John M. Templeton

• Benjamin Graham


• Ralph Wanger

• Peter Lynch



in this unique book by Magnus Angenfelt

(soon to be released in the U.S. by Roos & Tegnér).

The Worlds 99 Greatest InvestorsThe Worlds 99 Greatest InvestorsThe Worlds 99 Greatest Investors


This is an excerpt from the book entitled The World’s 99 Greatest Investors: The Secret of Success, by Magnus Angenfelt (published by Roos & Tegnér). The information contained in the excerpt is not guaranteed as to its accuracy or completeness. This material should not be considered an offer for any of the securities referenced. The opinions expressed in this article were current at the time of writing. The information provided in this reprint 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.

Investing in equity stocks is risky and subject to the volatility of the markets. Investing in small-cap stocks is more risky and more volatile than investing in large-cap stocks. Past performance does not guarantee future results. Performance results are net of transaction costs and reflect the reinvestment of dividends and other earnings. Net returns reflect the deduction of the maximum advisory fee in effect for the respective period, which is currently 1.00% per annum. Actual fees may vary depending on, among other things, the applicable fee schedule and portfolio size. Fee information is available upon request and may also be found in Ariel’s Form ADV, Part 2. Results shown may be preliminary. Returns are calculated in U.S. dollars. Performance data quoted in the excerpt represent average annual gross returns of the Ariel Small Cap Value Tax-Exempt Composite for the period from 09/30/1983 to 07/31/2013 and the benchmark data quoted are the average annual returns of the Russell 2000® Index for the same period. For the period from 09/30/1983 to 07/31/2013, the Russell 2000® Value Index’s average annual return was +11.17%. Click here for the standardized performance data current to the most recent quarter- and month-end gross of fess and net of fees for Ariel Small Cap Value Tax-Exempt Composite.

Ariel Investments, LLC is a money management firm headquartered in Chicago, Illinois, with offices in New York and Sydney. Taking a long-term view and applying independent thinking to our investment decisions, we span the market cap spectrum from micro to large and cover the globe with our international and global offerings. The Ariel Small Cap Value Tax-Exempt Composite seeks long-term capital appreciation by investing in small-sized undervalued companies that show strong potential for growth. The Ariel Small Cap Value Tax-Exempt Composite differs from its benchmark, the Russell 2000® Value Index, with fewer holdings concentrated in fewer sectors. Index returns reflect the reinvestment of income and other earnings. Indices are unmanaged, and investors cannot invest directly in an index.

Ariel Investments, LLC offers its advisory services in the form of composite accounts, which are available to institutional clients, including public and private retirement plans, union plans, foundations and endowment funds, and high net worth individuals. Advisory services provided and the fees charged will vary depending upon the nature of the account under management. Ariel Investments also manages mutual funds that are available to the public for purchase or sale directly or through an intermediary, such as a broker, bank, investment adviser or record-keeper. The performance of the Ariel Investments mutual funds will differ from the composite performance presented in this excerpt.

The Russell 2000® Value Index measures the performance of the small-cap value segment of the U.S. equity universe. It includes those Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values. The Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe. The Russell 2000 Index is a subset of the Russell 3000® Index. It includes approximately 2,000 of the smallest securities based on a combination of their market cap and current index membership. Russell® is a trademark of Russell Investment Group, which is the source and owner of the Russell Indexes’ trademarks, service marks and copyrights.



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.

Check the background of Ariel Distributors, LLC on FINRA's BrokerCheck
Ariel Distributors, LLC is a member of the Securities Investor Protection Corporation