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
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
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.
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
