March 30, 2021
Charles Bobrinskoy on why he believes value stocks will do well in a low interest rate environment.
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In this interview Charlie Bobrinskoy candidly discusses his opinions on the market, including the effects of interest rates on companies and value versus growth stocks. In addition, certain individual companies that were at the time of the interview held in Ariel Focus Fund are reflected in the interview. These opinions are current as of the date of this interview but are subject to change. The information provided in this interview 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. This material should not be considered an offer for any of the securities referenced. The information contained in the interview is not guaranteed as to its accuracy or completeness.
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.
Any holdings mentioned do not constitute all holdings in Ariel Focus 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 Focus Fund. See current holdings information for Ariel Focus Fund by clicking here.
Ariel Focus Fund is a non-diversified fund and therefore may be subject to greater volatility than a more diversified investment. The Fund is often concentrated in fewer sectors than its benchmarks, and its performance may suffer if these sectors underperform the overall stock market. The intrinsic value of the stocks in which the Fund invests may never be recognized by the broader market. Investing in small- and mid-cap stocks is riskier and more volatile than investing in large-cap stocks. Investing in equity stocks is risky and subject to the volatility of the markets.