John Rogers

John Rogers

Ariel Investment, LLC
Last update 2019-03-08 157 Stocks (7 new)
Value $7.18 Bil Turnover 7 %
Top Holdings: MSFT(3.86%) CHN: BIDU(3.10%) PM(2.99%) FAF(2.75%) KMT(2.53%)
Guru Portfolio Report Download
SMALL CAP
MID CAP
LARGE CAP
MEGA CAP

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).

Performance of Ariel Fund

Year Return % S&P500 % Excess Gain %
No Data

Commentaries and Stories

    Top Ranked Articles