April 28, 2018
After a decade of shade, value stocks may be poised for a comeback. Are sunny skies ahead?
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This article was written by Barron’s. The information contained therein is not guaranteed as to its accuracy or completeness. The information and opinions contained in the article were current at the time of publication but are subject to change. 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.
Past performance does not guarantee future results. The intrinsic value of the stocks in which Ariel Fund invests may never be recognized by the broader market. Investing in small and mid-cap stocks is more risky and more volatile than investing in large cap stocks. Ariel Fund is often concentrated in fewer sectors than its benchmarks and its performance may suffer if these sectors underperform the overall stock market.
The article references stocks which may be, or may have been, held in Ariel 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. Click here for the current schedule of holdings for Ariel Fund.
A growth investment strategy seeks stocks that are deemed to have superior 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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