Fund Inception | 03/30/2010 |
Name of Issuer | Vanguard |
Fund Advisor(s) | Ariel Investments, LLC Wellington Management Company LLP Frontier Capital Management Company, LLC |
Sub-Advisor(s) | -- |
Fund Managers for VEVFX
William Teichner
Portfolio Manager since 03/30/2010
William A. Teichner, CFA, Managing Partner and Portfolio Manager of Frontier Capital. He has worked in investment management with Frontier Capital since 1992, has managed investment portfolios since 1999 Education: B.A., Columbia University; M.B.A., Harvard Business School.
Rushan Jiang
Portfolio Manager since 07/01/2019
Rushan (Greg) Jiang, CFA, Vice President and Portfolio Manager of Frontier Capital. He has worked in investment management with Frontier Capital since 2005. Education: B.S., University at Texas Austin; M.S. Stanford University; M.B.A., MIT.
John Rogers
Portfolio Manager since 01/31/2022
Chairman, Co-CEO, & Chief Investment Officer
Lead Portfolio Manager
Ariel Fund
Co-Portfolio Manager
Ariel Small Cap Value, Ariel Small Cap Value Concentrated, Ariel Small/Mid Cap Value
John’s passion for investing began at age 12 when his father started buying him stocks as Christmas and birthday gifts. His interest in equities grew while in college and over the two-plus years he worked as a stockbroker for William Blair & Company. In 1983, he founded Ariel to invest in undervalued small- and medium-sized companies. While Ariel’s research capabilities have since expanded, his patient approach still anchors the firm today. John is active civically and professionally based on his belief that these engagements make him a better leader and a better investor. He is a member of the board of directors of NIKE, The New York Times Company, Ryan Specialty Group Holdings, and the Obama Foundation. John also serves on the board of trustees of the University of Chicago. John received an AB in economics from Princeton University, where he was also captain of the varsity basketball team.
Kenneth Kuhrt
Portfolio Manager since 01/31/2022
Executive Vice President
Co-Portfolio Manager: Ariel Small Cap Value, Ariel Small Cap Value Concentrated, Ariel Mid Cap Value, Ariel Appreciation Fund
Portfolio Manager: Ariel Fund
Ken functions as Portfolio Manager for Ariel Fund. He also serves as Co-Portfolio Manager for our small cap value, small cap value concentrated small/mid cap value and mid cap value strategies, including Ariel Appreciation Fund. In his research capacity, Ken covers consumer products and services and industrials. Prior to joining Ariel as a research analyst in 2004, he spent more than two years with William Blair & Company, most recently as a senior investment banking analyst. Ken also worked as a senior auditor at KPMG, LLP. Beyond his responsibilities at Ariel, Ken serves on the board of trustees of the Shedd Aquarium and sits on their finance and audit and animal care and conservation committees. Additionally, he is on the advisory board of After School Matters where he chairs the investment committee and is a member of the finance committee. Ken earned a BS in accounting from the University of Illinois at Urbana-Champaign and an MBA from the University of Chicago. He is also a Certified Public Accountant.
Sean Kammann
Portfolio Manager since 06/03/2024
Sean is an equity portfolio manager on the Value Team. He manages equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He currently manages the Small Cap Value Opportunities approach.