Ariel Funds(7)

Contrarian and Disciplined

Ariel Fund

US> Multi-Cap > Value

Apr 20, 2015

Good-quality companies, when purchased at a reasonable price to their long-term earnings capacity, can generate significant gains for shareholders. Over the last three decades, John W. Rogers, Jr., Chairman and CEO of Ariel Investments, has rarely wavered from this principle. With the additional support of a stable research team, he has infused the stock selection process of its flagship fund with the company’s discipline in buying stocks trading at a discount to intrinsic value.

Microcap Gems

Ariel Discovery Fund

GL

Jun 03, 2013

Small companies with market caps below $2 billion are largely ignored by large investors; smaller companies under $500 million in market value attract even less attention. David Maley and Ken Kuhrt follow a disciplined deep value investing approach seeking a “margin of safety” that simultaneously buffers downside risk and allows for substantial upside in rallies.

Financially Strong, Statistically Cheap

Ariel Fund

US> Multi-Cap > Value

Apr 05, 2011

A simple formula for disciplined value investing would be one that blends a clearly defined circle of competence with unwavering patience. John Rogers, Lead Portfolio Manager, and John Miller, Portfolio Manager of the Ariel Fund, follow a strict buy-and-sell discipline with a clear focus on intrinsic value and long-term growth potential.

Contrarian and Concentrated Values

Ariel Focus Fund

US> Large-Cap > Value

Dec 02, 2009

Patience and independent thinking are two virtues that often seem to be lacking in the investment community. Timothy Fidler and Charles Bobrinskoy, co-portfolio managers of Ariel Focus Fund, consistently apply their contrarian outlook to maintain a concentrated portfolio of stocks with solid free cash flows.

Quality, Expertise and Value

Ariel Focus Fund

US> Large-Cap > Value

Oct 15, 2008

Organized around the motto, “Slow and steady wins the race,” Ariel Investments has been harnessing the principles of patience and concentration for 25 years. Charles Bobrinskoy and Timothy Fidler, who are at the helm of the Ariel Focus Fund, find their stock picks among established industry leaders with sustainable competitive advantages, positioned in industries that the portfolio managers understand well.

The Patient Investor

Ariel Appreciation Fund

US> Small-Cap > Growth

Apr 23, 2007

Taking advantage of Wall Street’s focus on the short term, Ariel Appreciation Fund seeks stocks that are temporarily out of favor but whose long-term potential and predictable business models offer shareholders great value over time. Portfolio Manager Matt Sauer invests in quality companies in industries where Ariel has expertise, and only buys when these businesses are selling at a significant discount to their private market value.

Investing with a Patient, Long-Term View

Ariel Fund

US> Multi-Cap > Value

Aug 18, 2017

There are only a handful of managers that are still at the helm of the funds they founded 30 years ago, and John W. Rogers, Jr. is one of them. The Ariel Fund seeks companies that have the capacity to overcome temporary setbacks while avoiding businesses that are more likely to struggle or face decline.