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Slow and Steady: John W. Rogers, Jr. Anticipates a Strong Year for Value Managers

Pensions & Investments covered John W. Rogers, Jr.’s comments at the CFA Society Chicago’s Distinguished Speaker Series.

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In this interview, John W. Rogers, Jr. candidly discusses his opinions on the market and different sectors that may have, at the time of the interview, been held in one or more of Ariel’s strategies. These opinions are current as of the date of this interview but are subject to change. The information provided in this interview 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. This material should not be considered an offer for any of the securities referenced. The information contained in the interview is not guaranteed as to its accuracy or completeness. Portfolio holdings are subject to change. See the Products section of our website for current product holdings.

Performance data quoted specific to the Ariel Fund represents past performance. All performance assumes the reinvestment of dividends and capital gains, and represents returns of the Institutional Class shares. 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 the performance data quoted. For the period ended February 28, 2023, the average annual total returns of the Ariel Fund for the one-, five- and ten-year periods were -3.30%, 6.41%, and 10.26%, respectively. The Ariel Fund Institutional Class had an annual expense ratio of .67% as of September 30, 2022.

Past performance does not guarantee future results. Investing in equity stocks is risky and subject to the volatility of the markets. The performance of any single portfolio holding is no indication of the performance of other portfolio holdings or its strategy. A growth investment strategy seeks stocks that are deemed to have above-average growth potential. Growth stocks offer an established track record and are perceived to be less risky than value stocks. A value investment strategy seeks undervalued stocks that show a strong potential for growth. The intrinsic value of the stocks in which a value strategy invests may be based on incorrect assumptions or estimations, may be affected by declining fundamentals or external forces, and may never be recognized by the broader market.

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