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How A No. 1 Fund Survived: Lessons Learned From The Great Recession
Financial Advisor Magazine
March 6, 2019

While many investors panicked and waited for the turbulence to subside, Ariel remained committed to a time-tested investment strategy that has fueled our success for more than 35 years.


Ariel Fund’s investment objective is long-term capital appreciation. Investing in equity stocks is risky and subject to the volatility of the markets. Investing in small- and mid-cap stocks is more risky and volatile than investing in large-cap stocks. The intrinsic value of the stocks in which Ariel Fund invests may never be recognized by the broader market. Ariel Fund is often concentrated in fewer sectors than its benchmarks, and its performance may suffer if these sectors underperform the overall stock market.

Past performance does not guarantee future results. Lipper, Inc. is a nationally recognized organization that reports performance and calculates rankings for mutual funds based on total returns. Click here for the most recent Lipper Rankings for Ariel Fund.

In this article, Mr. Rogers mentions specific stocks that were, and may continue to be, held in Ariel Fund’s portfolio. 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 or of the performance of the Fund itself. As of 09/30/2019, Royal Caribbean comprised 2.9% of the Ariel Fund; Jones Lang Lasalle 3.4%; and CB Richard Ellis 3.5%.

This article was written by Financial Advisor magazine and is based on a panel discussion led by Mellody Hobson, featuring John Rogers, Charles Bobrinskoy, and Timothy Fidler. The opinions expressed are current as of the date of the article, but are subject to change. The information provided does not constitute 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 article is not guaranteed as to its accuracy or completeness.

Investors should consider carefully the investment objectives, risks, and charges and expenses before investing. For a current summary prospectus or full prospectus which contains this and other information about the funds offered by Ariel Investment Trust, call us at 800-292-7435 or click here. Please read the summary prospectus or full prospectus carefully before investing. Distributed by Ariel Distributors, LLC, a wholly-owned subsidiary of Ariel Investments, LLC. Ariel Distributors, LLC is a member of the Securities Investor Protection Corporation.

 
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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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Ariel Distributors, LLC is a member of the Securities Investor Protection Corporation