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Ariel Investments

Ariel Investments

Founded by John Rogers Jr. — Ariel Investments
Value Investing Small-Cap Patient Capital Minority-Owned
AUM (13F)
$9.26B
Positions
108
Latest Filing
Feb 13, 2026
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Fund Founded
1983
Style
Patient Value
Typical Positions
30–50
Net Worth
N/A (institutional)
Biography

John Rogers Jr. founded Ariel Investments in 1983 with $200,000 at age 24, making it one of the first Black-owned investment management firms in the United States. The Chicago-based firm, whose logo is a tortoise ('slow and steady wins the race'), specializes in patient, long-term value investing in small and mid-cap companies that are out of favor with Wall Street. Rogers is one of the longest-serving fund managers in the mutual fund industry and a pioneering figure in promoting diversity in finance.

Ariel's approach involves buying companies with strong competitive positions and capable management teams when they are temporarily misunderstood or ignored by the market — and then holding them for years as value is recognized. The firm is known for its focus on overlooked sectors like media, financial services, and specialty retail. Rogers is a close friend and longtime associate of both Barack Obama and Warren Buffett, and Ariel has been a vocal advocate for closing the racial wealth gap through broader investment in the capital markets.

Investment Philosophy

We are patient investors. We buy carefully selected, undervalued companies and hold them until the rest of the world recognizes their worth. The tortoise always wins.

— Ariel Investments, Ariel Investments
Notable Trades
WIN
Viacom / media consolidation
Ariel's exposure to traditional media companies generated significant returns through consolidation waves as the industry restructured.
WIN
Small-cap value cycles
Ariel's patient approach to small and mid-cap value stocks has generated strong long-term returns through multiple market cycles since 1983.
WIN
Charles Schwab (long-term)
A long-term holding in the dominant discount brokerage platform that has compounded capital at high rates through industry consolidation.
LOSS
Traditional media disruption
Some legacy media positions struggled as digital disruption accelerated, though Ariel often held through these periods waiting for asset value to be realized.
CURRENT
Financial services / media
Ariel's portfolios remain concentrated in financial services, specialty media, and selected consumer companies trading below intrinsic value.
Top Holdings — Ariel Investments
Top 5 Holdings · Q4 2025 Filed Feb 13, 2026
1
MADISON SQUARE GARDEN ENTMT
4.0%
2
AFFILIATED MANAGERS GROUP IN
3.7%
3
NORWEGIAN CRUISE LINE HLDG L
3.5%
4
SPHERE ENTERTAINMENT CO
3.3%
5
JONES LANG LASALLE INC
3.2%