Rupal Bhansali discusses the hidden risks in passive investing; why cash-rich companies are her contrarian pick; and how she balances risks/rewards in today’s markets.
This is a replay of a Bloomberg interview with Ms. Rupal Bhansali. Ms. Bhansali candidly discusses her investment strategies and her viewpoints on risk, the market, and specific companies. Her opinions were current as of the date of the interview, but are subject to change. The information provided in the supplement 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.
Ms. Bhansali discusses stocks which may be, or may have been, held in Ariel International Fund and/or Ariel Global Fund. Portfolio holdings are subject to change. The performance of any single portfolio holding is no indication of the performance of the other holdings of the Funds or of the Funds themselves. For current portfolio holdings, click here: Ariel International Fund and Ariel Global Fund.
Past performance does not guarantee future results. Investments in foreign securities may underperform and may be more volatile than comparable U.S. stocks because of the risks involving foreign economies and markets, foreign political systems, foreign regulatory standards, foreign currencies and taxes. The use of currency derivatives and exchange-traded funds (ETFs) may increase investment losses and expenses and create more volatility. Investments in emerging markets present additional risks, such as difficulties in selling on a timely basis and at an acceptable price. The intrinsic value of the stocks in which the Funds invest may never be recognized by the broader market.
An actively managed portfolio is more risky than a passively managed portfolio that replicates an index because it contains fewer stocks than its benchmark index. Indexes are unmanaged, and an investor cannot invest directly in an index. However, investors may invest in an index fund, which mimics the composition of an index. There are lower costs associated with index funds, as compared to actively managed funds.
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