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Ariel Advantage
Why Ariel: Time is on our side

Past performance does not guarantee future results. See product performance pages for each product’s current performance. Click here for the Funds’ prospectus to learn about the specific investment objectives, risks, and charges and expenses.

In this video, Mr. Rogers candidly discusses Ariel’s values. The information provided in the video 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.

At Ariel, the expertise we have honed over the years is reflected in every portfolio we manage. While we invest in corporations, we are not owned by one: Our employees own our firm and invest in our portfolios, so we will never outgrow the entrepreneurial spirit that made us pioneers in small cap value, persuades us to invest to our convictions and gives us the freedom to continue doing what we do best as we relentlessly pursue outstanding returns for clients.

Our patient investment philosophy has fueled our outperformance since our founding in 1983

  • Patience: We take the long-term view.
  • Independence: We invest to our convictions, not to benchmarks.
  • Expertise: We specialize in bottom-up fundamental research.
  • Teamwork: We work collaboratively with a shared commitment to excellence.

Our focus on attractive intrinsic value has evolved strategically into our three approaches

  • Value: Strong complement to core portfolios, uncorrelated to benchmarks and peers; high-quality bias further underscores attractive valuations
  • Focused Value: Attempts to take advantage of infrequent but significant gaps between short-term price and long-term intrinsic value
  • Global: Targeting absolute and relative long-term outperformance with lower risk

Our belief that learning has no finish line permeates everything we do

  • Sustains our ability to serve clients by taking the time to make truly well-informed investment decisions
  • Empowers us to serve our community by making financial literacy a priority

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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