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December Monthly Commentary
December 2017 commentary is now available.
Best Performing Funds Since '87 Crash
Ariel Fund is named one of the top ten performing funds since the 1987 stock market crash.
Why Cash is a Contrarian Pick
Rupal Bhansali discusses the markets focus on earnings risk and how her biggest contrarian pick right now is cash.
Investment Perspectives: Research
Discover the research process behind each Ariel investment strategy – value, global, and deep value.
Investing with a Patient, Long-Term View
There are only a handful of managers that are still at the helm of the funds they founded 30 years ago — find out why John W. Rogers, Jr. is one of them.
Final income distribution and final capital gains distribution details are both now available.
Find tax form information, mailing dates, and which forms apply to you.
A closer look at the research and analysis that take place during the lifetime of featured Ariel stock holdings
John Rogers shares where he finds value despite rising stock prices in the market
Rupal Bhansali discusses the hidden risks in passive investing and how she balances risks/rewards in today’s markets
Getting African Americans into the boardroom is only half the battle. Read about the struggles and actions needed to change this narrative
John Rogers discusses the inspiration behind his patient investment philosophy, and shares where he sees value
Rupal Bhansali discusses the increase of “zombie firms” and how enterprise staples have become the new consumer staples stocks
John Rogers makes the case for brain power over technology
Our portfolio managers share their unique approaches to managing risk
We are delighted to share a sample of the non-profit organizations our firm supports
Investor Class as of 01/12/2018
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