John Rogers

John Rogers

Ariel Investment, LLC
Last update 2019-01-10 154 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 %
No Data

Commentaries and Stories
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John Rogers Comments on Meredith Corp
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27 Views    Holly LaFon    2019-01-17 20:19
John Rogers Comments on MSG Networks
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17 Views    Holly LaFon    2019-01-17 20:19
John Rogers Comments on Zebra Technologies Corp
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26 Views    Holly LaFon    2019-01-17 20:19
John Rogers Comments on Bristow Group
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50 Views    Holly LaFon    2019-01-17 20:19
John Rogers Comments on U.S. Silica Holdings
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26 Views    Holly LaFon    2019-01-17 20:19
John Rogers Comments on Mattel
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50 Views    Holly LaFon    2019-01-17 20:19
John Rogers' 4th Quarter Ariel Fund Commentary
Discussion of markets and holdings
68 Views    Holly LaFon    2019-01-16 17:18
John Rogers' Ariel Funds December Commentary
A December to remember
56 Views    Holly LaFon    2019-01-10 20:53
Ariel's Charles Bobrinskoy Says China Not Slowing
In CNBC interview, fund manager of John Rogers' firm comments on confusion about China
34 Views    Holly LaFon    2019-01-09 21:08
6 of the Worst-Performing Stocks in Gurus' Portfolios
Tejon Ranch tops the list
155 Views    Tiziano Frateschi    2019-01-04 21:12

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
1693 Views    James Li    2017-03-30 22:26
5 Bargain Stocks Trading at Ridiculously Low P/S Ratios
Excellent companies for your Black Friday stock shopping
1209 Views    Jonathan Poland    2017-11-21 21:45
John Rogers' Ariel Investments Monthly Commentary - January
Rogers discusses volatility and elections
959 Views    Holly LaFon    2016-02-11 23:15
The Latest Chuck Royce Investment You’ve Never Heard Of
An interesting small cap with Royce Investments and John Rogers as backers
982 Views    Bram de Haas    2016-01-22 23:18
John Rogers Comments on Simpson Manufacturing Co.
181 Views    Holly LaFon    2013-05-09 16:02
John Rogers' Ariel Fund February Commentary
A review of the month
129 Views    Holly LaFon    2017-03-10 17:51
John Rogers' Ariel Fund 2nd Quarter Commentary
Review of holdings and economy
477 Views    Holly LaFon    2016-08-03 16:46