John Rogers
John Rogers
13F
Ariel Investment, LLC
Last update 2022-11-14 114 Stocks (2 new)
Value $9.11 Bil Turnover 4 %
Portfolio Report

John Rogers Profile

John Rogers founded Ariel Investment, LLC in 1983. Rogers 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 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).
John Rogers's Top Stock Picks View Full List
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John Rogers Total Holding History ($B)

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John Rogers's Asset Allocation

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John Rogers Past Portfolios

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Top Ranked Articles

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John Rogers's Hypothetical Growth since 2022-09-30

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John Rogers's Yearly Returns

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John Rogers News

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