Ariel Investments

Ariel Investments applies four decades of expertise to its managed portfolios.

Ariel Investments, a Delaware-based SEC-regulated firm, offers equity-focused strategies with a bottom-up, fundamental analysis approach.

Investment management for pension plans, foundations, endowments, other institutional investors, their consultants and financial intermediaries.

Diverse perspectives lead to better decision-making.

TO: Clients and Friends of Ariel Investments, LLC. FROM: John W. Rogers, Jr., Co-CEO and Chief Investment Officer and Mellody Hobson, Co-CEO and President DATE: August 16, 2023 RE: Company Update

TO: Clients and Friends of Ariel Investments, LLC

Barney joined Ariel’s global investment team in 2019 to enhance healthcare sector research. He has over 20 years of experience researching global healthcare companies at firms such as Epoch, Axiom, and GE Asset Management, and served in the U.S. Navy as a General Medical Officer.

Barry joined Ariel’s global investment team in 2019 to focus on financial services research. He has over 20 years of experience researching global financial companies at firms including Knott Partners, Merrill Lynch, Glenview Capital, and Maverick Capital, and holds degrees in finance and accounting from Boston University.

Camille joined Ariel in 2007 to service institutional clients and investment consultants. She previously worked as a banking analyst at JPMorgan Private Bank and graduated summa cum laude with a BA in economics from Spelman College.

Dong joined Ariel in 2017 to lead global investment research, covering industrials and technology sectors. He previously worked as an equity research analyst at JO Hambro Capital Management and Harding Loevner Management, earned a BS in electrical and computer engineering from Cornell University, and holds a CFA charter.

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Ariel Investments supports social and civic responsibility initiatives in the communities where it operates.

Main Phone: 312-726-0140 Toll Free: 800-725-0140 Advisor Line: 866-818-1182

Ariel Investments communicates with clients only via official company emails or phone calls.

Ariel Investments is a global asset management firm founded in 1983, with headquarters in Chicago and offices in New York City, San Francisco, and Sydney.