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Investment Advisor
July 2010
Savita Iyer-Ahrestani |
Mutual Fund Spotlight: One For All It may seem only natural that Chicago-based Ariel Investments' flagship $2.3 billion Ariel Fund attracts more attention than the firm's other products.   |
Financial Advisor
March 2007
Alan Lavine |
Values Persist In Mid-Cap Stocks While the market favors the big boys, smaller stocks keep chugging along. |
Investment Advisor
August 2007
Kathleen M. McBride |
Experience and Flexibility John Rogers, Jr., is relatively young to be a "grizzled veteran" fund manager, but his 25 years of experience is paying off for the Ariel Fund. |
The Motley Fool
April 9, 2007
Amanda B. Kish |
Are "Excellent" Funds Foolish? Part 2 This five-part series takes a closer look at the 24 funds highlighted in the 2007 Business Week/Standard & Poor's Excellence in Fund Management Awards. Mid-cap growth... Two good small-cap picks... |
The Motley Fool
December 23, 2009
Amanda B. Kish |
Royce's New Market Sweet Spot Small-cap investing experts Royce & Associates recently announced that they will launch their first mid-cap fund, but the move is not too much of a stretch. |
The Motley Fool
June 1, 2011 |
Here's What Ariel Capital Management Bought and Sold Last Quarter If you'd invested in Ariel's 20 top holdings as they were disclosed publicly each quarter, you would have earned a total return of 412.6% between January 2000 and now, versus just 18.7% for the S&P 500. What are they doing now? |
Financial Advisor
October 2004
Alan Lavine |
Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector? |
The Motley Fool
May 24, 2007
Amanda B. Kish |
Protect Your Portfolio Many fund managers predict a market slide. Are you prepared? |
Financial Planning
September 1, 2005
Craig L. Israelsen |
Don't Box Me In Is it better to diversify from the four corners of the equity style box or take the middle road? Investment professionals have different recommendations. |
The Motley Fool
March 11, 2010
Amanda B. Kish |
Do You Own This Top-Performing Investment? Mid-cap stocks can give you much better than middling returns. |
BusinessWeek
October 28, 2010
Suzanne Woolley |
A 401(k) Funds Popularity Contest A look at which actively managed mutual funds shepherd the most retirement assets, how well they do it, and where they are putting your money. |
The Motley Fool
December 11, 2009
Dan Caplinger |
Don't Ignore These Winners in 2010 Overlooking mid-cap stocks can cost you big profits. |
The Motley Fool
September 16, 2011
Selena Maranjian |
Here's What Ariel's Great Investors Are Buying John Rogers founded Ariel Capital Management in 1983. The firm invests in value-priced small and medium-sized companies. Here's where the firm is winning and losing currently and making new bets. |
Financial Planning
February 1, 2012
Craig L. Israelsen |
Mid-Cap's Role Mid-cap U.S. equity is almost always included when advisors and investors assemble diversified portfolios. One way to see if this popularity is justified is to do an in-depth survey of mid-cap funds, and to see how these funds affect portfolio performance. |
Financial Planning
April 1, 2006
Susan B. Weiner |
The Middle Ground Mid-cap stocks have yet to command as much respect from advisers and investors as their small- and large-cap peers. Now mid-cap stocks find themselves in an unusual place -- the spotlight -- after a strong showing in 2005. |
The Motley Fool
April 5, 2011 |
Here's What Ariel Capital Bought and Sold Last Quarter Ariel Capital purchases companies whose prospects include high barriers to entry, sustainable competitive advantages, and predictable fundamentals that allow for double digit cash earnings growth. Let's see what they've done recently. |
Investment Advisor
April 2006
Kathleen M. McBride |
Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever. |
The Motley Fool
June 29, 2007
Amanda B. Kish |
The Best Enhanced Index Funds: Part 2 More top funds with a return-boosting twist: Calvert Large Cap Growth... Vanguard Growth & Income... |
Registered Rep.
March 1, 2006
Stan Luxenberg |
The Problem of Success If you overweighted clients' small-cap stock funds exposure a few years back, you're looking like a genius. But what now? Anyone seeking a small-cap choice faces a hard problem: Nearly all the top candidates have been closed. |
BusinessWeek
December 31, 2008
Lauren Young |
John Rogers: Preaching the Gospel of Saving The founder of Chicago asset manager Ariel Investments has spent the past decade encouraging black investors to save more. |
The Motley Fool
April 13, 2007
Amanda B. Kish |
The Perfect Mutual Fund Portfolio Owning fewer funds just makes sense. But now the question remains -- exactly how many funds do you need to adequately diversify your portfolio? |
The Motley Fool
October 15, 2007
Selena Maranjian |
When Funds Undergo Personality Changes The fund you own may not be the fund you bought. How much should that worry you? |
The Motley Fool
September 12, 2006
Selena Maranjian |
What the Good Guys Are Buying See which companies are favored by socially responsible investors. Winslow Green Growth Fund... Ariel Appreciation Fund... Neuberger Berman Socially Responsive Fund... etc. |
BusinessWeek
January 24, 2005 |
Searching for "Emerging Quality" Goldman Sachs Mid-Cap Value's Eileen Rominger focuses on cheaply priced stocks with potential for positive change. |
Investment Advisor
November 2005
Palash R. Ghosh |
S&P Mutual Fund Sector Focus: Mid-Cap Value Funds Tap Rich Vein For the five-year period through the end of September 2005, the average mid-cap value fund registered an average annualized return of nearly 10.0%, versus a 1.5% drop for the S&P 500: RS Value Fund... Wiley Mid-Cap Value Fund... etc. |
Investment Advisor
January 2006
Kathleen M. McBride |
Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional. |
Financial Planning
July 1, 2013
Ed Slott |
New Approach to a 401(k) Tax Tactic Changes require advisors to adjust strategies for using net unrealized appreciation for lump-sum distributions. |
Investment Advisor
July 2010
Robert F. Keane |
John Rogers on the Advisor Diversity Challenge In a talk to the assembled NAPFA advisors, Rogers stresses the importance of diversity, not just in terms of race or orientation, but diversity of thought. |
AskMen.com
Sachin Bhola |
Ovadia & Sons: Spring/Summer 2014 We asked the designers, Shimon and Ariel Ovadia, to break down their Spring/Summer 2014 collection in terms of the top looks to try next year. |
