John Rogers

John Rogers

Ariel Investment, LLC
Last update 2018-11-14 154 Stocks (4 new)
Value $9.03 Bil Turnover 5 %
Top Holdings: MSFT(3.61%) CHN:BIDU(3.25%) KMT(2.65%) FAF(2.54%) BMU:LAZ(2.42%)
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John Rogers Profile

John Rogers is the Founder of Ariel Investment, LLC, which he started in 1983. As of 2008, the firm had over $15.5 billion in assets under management. John manages Ariel's small and mid-cap institutional portfolios as well as the Ariel Fund (ARGFX) and Ariel Appreciation Fund (CAAPX). He is also a long-term Forbes columnist writing a column called "Patient Investor."

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 prospects 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 - PMV).

Historical Allocation of Stock, Bonds, Cash

Performance of Ariel Fund

YearReturn %S&P500 %Excess Gain %
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Commentaries and Stories
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John Rogers' Ariel Investments October Commentary
Interview with John Rogers
0 Votes
46 Views    Holly LaFon    2018-11-06 19:57
Ariel: Finding Value After Recent Sell-Off
Three top picks by John Rogers
2 Votes
360 Views    Bram de Haas    2018-11-01 15:34
John Rogers Comments on Zebra Technologies
Guru stock highlight
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10 Views    Holly LaFon    2018-10-17 19:40
John Rogers Comments on Royal Caribbean Cruises
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39 Views    Holly LaFon    2018-10-17 19:40
John Rogers Comments on Kennametal
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41 Views    Holly LaFon    2018-10-17 19:39
John Rogers Comments on U.S. Silica Holdings
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99 Views    Holly LaFon    2018-10-17 19:39
John Rogers Comments on Jones Lang LaSalle
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14 Views    Holly LaFon    2018-10-17 19:39
John Rogers Comments on Mohawk Industries
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176 Views    Holly LaFon    2018-10-17 19:39
John Rogers Comments on Affiliated Managers Group
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38 Views    Holly LaFon    2018-10-17 19:39
John Rogers Comments on Stericycle
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136 Views    Holly LaFon    2018-10-17 19:39

Top Ranked Articles
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6 Companies That Offer Strong Value Potential for 2nd-Quarter 2017
A deeper look at the value screeners and FZM scores
5 Votes
1689 Views    James Li    2017-03-30 22:26
John Rogers Comments on Simpson Manufacturing Co.
2 Votes
181 Views    Holly LaFon    2013-05-09 16:02
John Rogers Ponders Buffett Quote in April Commentary
2 Votes
506 Views    Holly LaFon    2013-05-15 22:25
Different Opinions on Bio-Rad Laboratories
2 Votes
922 Views    Victor Selva    2014-04-03 21:56
Goldman Sachs Is a Sell According to DDM Model
2 Votes
511 Views    Damian Illia    2014-04-07 20:05
John Rogers' Ariel Funds Monthly Commentary - May 2015
2 Votes
1281 Views    Holly LaFon    2015-06-23 02:19
The Latest Chuck Royce Investment You’ve Never Heard Of
An interesting small cap with Royce Investments and John Rogers as backers
2 Votes
982 Views    Bram de Haas    2016-01-22 23:18
John Rogers' Ariel Investments Monthly Commentary - January
Rogers discusses volatility and elections
2 Votes
954 Views    Holly LaFon    2016-02-11 23:15
John Rogers' Ariel Fund 2nd Quarter Commentary
Review of holdings and economy
2 Votes
472 Views    Holly LaFon    2016-08-03 16:46