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Ariel Company Timeline
Major events in Ariel history
1983
Ariel investments was founded by John W. Rogers, Jr. as a small and mid-cap value investment firm.
1986
Flagship Ariel Fund is launched.
1987
The Patient Investor changes from a subscription newsletter to an award-winning quarterly shareholder report.
1988
John W. Rogers, Jr. is named Co-Mutual Fund Manager of the Year by Sylvia Porter's Personal Finance magazine.
1989
Ariel Appreciation Fund is launched.
1992
Ariel expands the use of the tortoise as its official firm-wide symbol to clearly communicate its motto: slow and steady wins the race.
1994
John W. Rogers, Jr. is highlighted alongside investing greats in the book The Mutual Fund Masters.
1996
Ariel Community Academy is established — a public school on the south side of Chicago (pre-K – 8) with a financial literacy curriculum.
1998
Ariel releases its first Black Investor Survey examining the investing behaviors among middle income African-Americans and their White counterparts.
2001
Mellody Hobson is chosen as one of Fortune's 25 Next Generation Global Leaders.
2003
Pensions & Investments lists John W. Rogers, Jr. as one of "30 people who brought us this far" alongside Warren Buffett.
2004
Best-selling book Investment Leadership recognizes Ariel as "Best of the Best" for leadership and culture.
2005
Ariel Focus Fund is launched.
2008
Tim Fidler is chosen by Institutional Investor as one of 20 rising stars within the mutual fund industry.
2009
The stock market hits its low point on March 9, 2009.
2010
John W. Rogers, Jr. is named Chair of the President's Advisory Council on Financial Capability by President Barack Obama.
The Council provided advice to the President on promoting and enhancing financial literacy and capability for all Americans.
2011
Ariel launches Ariel Discovery Fund, Ariel International Fund, Ariel Global Fund and opens a NYC office for its global team.
2012
Morningstar names Ariel Discovery Fund one of the Best New Funds of 2011.
2013
John W. Rogers, Jr. is featured in the book The World's 99 Greatest Investors — The Secrets of Success.
2014
Rupal Bhansali joins USA Today's 19th annual Investment Roundtable.
2015
Ariel opens its first international office in Sydney, Australia.
2017
Charlie Bobrinskoy debuts Market Talk, a quarterly feature covering economic trends and investment theories.
2018
Ariel marks its 35th anniversary of patient investing.
Ariel is comprised of over 90 teammates who are owners of the firm. Since our founding "slow and steady wins the race" has been our motto and guiding principle.
2019
Rupal Bhansali joins Barron's Roundtable, an investment talkfest and stockpickathon, featuring Wall Street's smartest investors.