April 3, 2021
Mellody Hobson was recognized as one of the most influential women in U.S. finance by Barron’s.
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In this interview Mellody Hobson candidly discusses her opinions on the market. 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.
Performance data quoted represents past performance. Past performance does not guarantee future results. All performance assumes the reinvestment of dividends and capital gains, and represents returns of the Investor Class shares. 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. As quoted in the article, for the year-to-date period ended March 31, 2021, the Ariel Fund Investor Class and Ariel Fund Institutional Class returned 19.50% and 19.59%, respectively. For the Fund’s standardized performance as of the most recent quarter end and the annual expense ratio, click here: Ariel Fund.
Investing in small cap and mid-cap stocks is more risky and more 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.