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The David Rubenstein Show: Peer to Peer Conversations with John W. Rogers, Jr.
Bloomberg
August 26, 2019

John W. Rogers, Jr. talks to David Rubenstein about what makes a great leader and his story to success.


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Mr. Rogers candidly discusses his viewpoints of market conditions and certain specific companies. The information contained in the video is not guaranteed as to its accuracy or completeness. It should not be considered investment advice. The opinions expressed in this video were current at the time of interview, but are subject to change. The information provided in this video 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.

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 the 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. This video mentions various sectors and specific stocks. One or more of the stocks mentioned were, as of the date of this broadcast, and may currently be held in Ariel Fund. Any holdings mentioned do not constitute all holdings in a 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. See current holdings information for Ariel Fund by clicking here.

Performance data quoted represents past performance. All performance assumes the reinvestment of dividends and capital gains, and represents returns of the Investor Class shares. Past performance does not guarantee future results. 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 expense ratio, standardized performance data, and performance data current to the most recent month-end, click here.

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. Each fund is ranked within a universe of funds with similar investment objectives. As quoted in the article, Ariel Fund’s (Investor Class) top rank in its category–no. 1 Mid-Cap Core fund (out of 212) since market’s 2009 bottom is for the period of 3/9/2009 through 6/30/2019. Ariel Fund ranked 83 out of 185, 18 out of 138, and 1 out of 99 respectively, among Mid Cap Value funds in the Lipper universe, for the one-, five- and ten-year periods ending 6/30/2019. Lipper classifies Ariel Fund as a Mid Cap Value Fund.

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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