In his Q2 2025 commentary for the Ariel Appreciation Fund, John Rogers outlines a strategy rooted in long-term conviction and an ability to tune out macro noise. “It’s impossible to control tariff policies, global trade negotiations and/or how geopolitics may reverberate across the economic landscape,” Rogers writes. “As such, in … Read More
Mark Mobius: Global Markets and Long-Term Thinking
Speaking recently on The Rules of Investing podcast, legendary investor Mark Mobius shared his unfiltered views from decades of experience. In 1987, Mobius was recruited by Sir John Templeton to lead the Templeton Emerging Markets Group at Franklin Templeton Investments. Over more than three decades, he expanded the group’s assets … Read More
Howard Marks on Being a Battlefield Hero in the Investing World
In this interview with Guy Spier, Howard Marks reflects on his approach to investing, stressing emotional discipline and statistical thinking. He avoids overexposure to individual investments, ensuring that no single success or failure defines his performance or self-perception. During crises like the Global Financial Crisis or Long-Term Capital meltdown, Marks … Read More