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John Rogers
| |
| Ariel Investment, LLC | |
| Last update 2022-05-13 | 106 Stocks (4 new) |
| Value $11.27 Bil | Turnover 7 % |
| Portfolio Report | |
John Rogers Investing Philosophy
Rogers has concentrated his investment selection on small and medium-sized companies whose share prices are undervalued. He believes that patience, independent thinking and a long-term outlook are essential to achieving good returns.
His fund seeks to purchase companies whose characteristics include high barriers to entry, sustainable competitive advantages and predictable fundamentals that allow for double digit cash earnings growth. Rogers purchases companies when they are trading at a low valuation relative to potential earnings (p/e less than 13x forward cash earnings) and/or a low valuation relative to intrinsic worth (40% discount to private market value).
His fund seeks to purchase companies whose characteristics include high barriers to entry, sustainable competitive advantages and predictable fundamentals that allow for double digit cash earnings growth. Rogers purchases companies when they are trading at a low valuation relative to potential earnings (p/e less than 13x forward cash earnings) and/or a low valuation relative to intrinsic worth (40% discount to private market value).
Ariel Investment, LLC has disclosed 106 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2022-03-31. The current portfolio value is calculated to be $11.27 Bil. The turnover rate is 7%.
In John Rogers's current portfolio as of 2022-03-31, the top 5 holdings are
Madison Square Garden Entertainment Corp (MSGE), Mattel Inc (MAT), Baidu Inc (BIDU), Philip Morris International Inc (PM), Microsoft Corp (MSFT), not including call and put options.
John Rogers did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for John Rogers, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for John Rogers, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for John Rogers.
John Rogers's Portfolio
John Rogers Current Holdings
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