Ariel Investments, an investment management company, published its Q1 2026 “Ariel Appreciation Fund” investor letter. A copy of the letter can be found downloaded here. The fund reported gaining 1.14% during the quarter, underperforming both the Russell Midcap Value Index (+3.68%) and the Russell Midcap Index (+1.29%) amid a volatile, risk-averse environment that saw the…
Ariel Investments, an investment management company, published its “Ariel Small Cap Value” investor letter for the first quarter of 2026. A copy of the letter can be downloaded here. Its Ariel Small Cap Value strategy reportedly generated a modest 0.92% gain net of fees in the first quarter of 2026, slightly outperforming the broader Russell…
Ariel Investments, an investment management company, published its “Ariel Small Cap Value” investor letter for the first quarter of 2026. A copy of the letter can be downloaded here. Its Ariel Small Cap Value strategy reportedly generated a modest 0.92% gain net of fees in the first quarter of 2026, slightly outperforming the broader Russell…
Ariel Investments, an investment management company, published its Q4 2025 investor letter “Ariel International Fund.” A copy of the letter can be downloaded here. Ariel International Fund delivered a strong performance in 2025, gaining 31.48% over the year, slightly outperforming the MSCI EAFE index but lagging the MSCI ACWI ex-US benchmark, while rising 2.25% in…
