John Rogers shares where he finds value despite rising stock prices in the market.
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Investing in small- and mid-cap stocks is more risky and volatile than investing in large cap stocks. Investing in equity stocks is risky and subject to the volatility of the markets. The intrinsic value of the stocks in which Ariel Fund invests may never be recognized by the broader market. Ariel Fund often invests a significant portion of its assets in companies within the financial services and consumer discretionary sectors, and its performance may suffer if these sectors underperform the overall stock market. Ariel Fund pursues long-term capital appreciation by investing in small/mid-sized undervalued companies that show strong potential for growth.
This reprint represents an article written by Kiplinger’s Personal Finance. The information contained in the article is not guaranteed as to its accuracy or completeness. This material should not be considered an offer for any of the securities referenced. The information and opinions contained in the article were current as of the date of the reprint but are subject to change. The information provided 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.
In this article, Mr. Rogers discusses stocks held in Ariel Fund at the time of the interview. These stocks do not represent all of the holdings in Ariel Fund. Portfolio holdings are subject to change. The performance of any single portfolio holding is no indication of the performance of other portfolio holdings of Ariel Fund. Click here for current holdings for Ariel Fund.
An economic moat is a perceived competitive advantage that acts as a barrier to entry for other companies in the same industry. This perceived advantage cannot protect investors from the volatility associated with stocks, incorrect assumptions or estimations, declining fundamentals or external forces.
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