Ariel Cohen, Ph.D. is a Senior Fellow at the Atlantic Council and the Founding Principal of International Market Analysis, a Washington, D.C.-based global risk advisory boutique. He is also ...
Our research team assigns Neutral ratings to strategies they’re not confident will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis. Managers John Rogers ...
This strategy and its sibling, Ariel Fund ARGFX, use a similar contrarian process and have significant overlap in their holdings, but this strategy tends to invest in slightly larger-cap companies.