John Rogers

Last Update: 06-09-2017

Number of Stocks: 188
Number of New Stocks: 11

Total Value: $8,505 Mil
Q/Q Turnover: 5%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

John Rogers' s Profile & Performance

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."

Web Page:http://www.arielmutualfunds.com/

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).

Total Holding History

Performance of Ariel Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201615.5611.963.6
2015-4.11.38-5.5
201410.9513.69-2.7
3-Year Cumulative23 (7.1%/year)29 (8.9%/year)-6 (-1.8%/year)
201344.6832.3912.3
201220.32164.3
5-Year Cumulative114 (16.4%/year)98.2 (14.7%/year)15.8 (1.7%/year)
2011-11.342.11-13.5
201025.9715.0610.9
200963.4226.4637.0
2008-48.25-37-11.2
2007-1.75.49-7.2
10-Year Cumulative98.7 (7.1%/year)95.7 (6.9%/year)3 (0.2%/year)
200610.3515.79-5.4
20050.924.91-4.0
200421.9710.8811.1
200328.0428.68-0.6
2002-5.18-22.116.9
15-Year Cumulative227.7 (8.2%/year)164.2 (6.7%/year)63.5 (1.5%/year)
200114.21-11.8926.1
200028.77-9.137.9
1999-5.7621.04-26.8
19989.8928.58-18.7
199736.4433.363.1
20-Year Cumulative581 (10.1%/year)339.2 (7.7%/year)241.8 (2.4%/year)
199623.5122.960.6
199518.5237.58-19.1
1994-4.221.32-5.5
19938.7310.08-1.4
199211.737.624.1
25-Year Cumulative1060 (10.3%/year)791.8 (9.1%/year)268.2 (1.2%/year)
199132.7230.472.3
1990-16.08-3.1-13.0
198925.1131.69-6.6
198839.9216.6123.3
198711.45.16.3
30-Year Cumulative2419.5 (11.4%/year)1719.7 (10.2%/year)699.8 (1.2%/year)

Top Ranked Articles

6 Companies That Offer Strong Value Potential for 2nd-Quarter 2017 A deeper look at the value screeners and FZM scores
As discussed in previous articles, the GuruFocus value screeners can identify strong value opportunities for short-term and long-term investing. The following six companies made multiple value screeners as of Mar. 29: Wipro Ltd. (NYSE:WIT), The Cheesecake Factory Inc. (NASDAQ:CAKE), Casey’s General Stores Inc. (NASDAQ:CASY), Anika Therapeutics Inc. (NASDAQ:ANIK), F5 Networks Inc. (NASDAQ:FFIV) and Copart Inc. (NASDAQ:CPRT). These six companies offer strong value potential for second-quarter 2017. Read more...
Ariel Funds Comments on GlaxoSmithKline plc Guru stock highlight
In addition, GlaxoSmithKline plc (NYSE:GSK) rallied +7.74%1 in the second quarter, after reporting profit growth for the first time since 2013. Glaxo is seeing benefits from its purchase of Novartis’ vaccines unit. Demand for vaccines and new drugs helped offset declines in the sales of blockbuster asthma medication Advair. Read more...
John Rogers Comments on Bristow Group Inc. Guru stock highlight
Some holdings in the portfolio advanced considerably. Helicopter transportation company Bristow Group Inc. (NYSE:BRS) ascended +46.83% after recently secured financing put Wall Street at ease. The Street had worried the company would become financially distressed like a top competitor given the oil industry’s woes. Instead, Bristow arranged $300 million in debt, secured by a portion of its own helicopter fleet. In addition, oil rose during the year and the quarter, giving the stock a mild boost as well. We think its shares are undervalued given the company’s significant assets and depressed earnings. Read more...
Ariel Funds Comments on Baidu Inc. Guru stock highlight
Other holdings experienced a short-term struggle. Baidu, Inc. (NASDAQ:BIDU) shares fell -13.48% in the second quarter. Chinese regulators opened an investigation on news that a university student died after using the site to find alternative treatments for cancer. Baidu implemented changes, such as capping the number of ads per page to 30% and establishing a 1 billion yuan fund to fight fraud. Read more...
John Rogers Comments on Northern Trust Corp Guru stock highlight
In addition, wealth management firm Northern Trust Corp. (NASDAQ:NTRS) surged +31.58% on broad news that boosted many financial companies. Donald Trump’s unexpected win is good news for banks, asset managers, and investment banks. And, as anticipated, in mid-December the Federal Reserve raised its federal funds target rate 25 basis points to the 0.50% to 0.75% range, which helps boost bank profits on deposits. The Northern Trust is performing well, but its recent rise was due to external events. Read more...
» More John Rogers Articles

Commentaries and Stories

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The Tortoise Is in the Logo for a Reason John Rogers invokes the fable of the tortoise and the hare to make the case for his patient approach to value investing John Rogers - The Tortoise Is In The Logo For A Reason
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GURU, INVESTING GURUS, JOHN ROGERS, ARIEL, INTELLIGENT INVESTING, MUTUAL FUNDS, SMALL CAP, MID CAP, VALUE FUND, INTRINSIC VALUE, DEEP VALUE, GLOBAL, FINANCIALS, CONSUMER CYCLICALS


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Mattel Faces the Reinvention Challenge Toy company unveils plan to deliver enhanced and sustainable growth T Rowe Price Equity Income Fund,John Rogers,Jana P - Mattel Faces The Reinvention Challenge
After gaining a new CEO in January, Mattel Inc. (NASDAQ:MAT) revealed its strategic growth plan at an investor day on June 14. More...

MATTEL, TOYS, GROWTH, VALUE, PLAN


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8 High Yield Stocks With Declining Prices Companies with poor 12-month performances John Rogers,Jim Simons,Chuck Royce,Mario Gabelli,R - 8 High Yield Stocks With Declining Prices
According to GuruFocus' All-in-One Screener, the following stocks have high dividend yields but performed poorly over the past 12 months. More...

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John Rogers' Ariel Investments May Commentary 'We believe the market has gotten a bit ahead of itself,' Rogers says in review of the month John Rogers - John Rogers' Ariel Investments May Commentary
Ariel hunts for value amongst the small-, mid- and large-cap universes, as well as international stocks. The benchmarks above track the performance of these asset classes. More...

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John Rogers of Ariel Fund Reduces 4 Positions Rogers sold several of his major stakes John Rogers - John Rogers Of Ariel Fund Reduces 4 Positions
John Rogers (Trades, Portfolio), head of Ariel Investments, has trimmed four portfolio positions exceeding 5% of outstanding shares, he reported this week. More...

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John Rogers Buys Cardinal Health, Mattel, Nielsen Guru's largest 1st-quarter buys John Rogers,Barrow Hanley Mewhinney & Strauss,Vang - John Rogers Buys Cardinal Health, Mattel, Nielsen
John Rogers (Trades, Portfolio) is the founder of Ariel Investment LLC, which he started in 1983. He manages a portfolio composed of 188 stocks with a total value of $8.505 billion. During the first quarter the guru bought shares in the following stocks: More...

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Worst-Performing Gurus' Stocks 7 stocks with negative 6-month performances Barrow Hanley Mewhinney & Strauss,John Rogers,Chuc - Worst-Performing Gurus' Stocks
While gurus hold positions in these companies, the stock prices and returns continue to fall. These are the worst-performing stocks over the last three months with a long-term presence in more than four gurus’ portfolios. More...

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John Rogers Cuts Tiffany, Franklin Resources in 1st Quarter The guru's largest sales John Rogers,David Tepper,Mario Gabelli,Pioneer Inv - John Rogers Cuts Tiffany, Franklin Resources In 1st Quarter
John Rogers (TradesPortfolio)' Ariel Investment LLC was founded in 1983, and its portfolio is composed of 188 stocks with a total value of $8.505 billion. During the first quarter the firm sold shares of the following stocks: More...

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John Rogers' Ariel Investments April Monthly Commentary Discussion of the month John Rogers - John Rogers' Ariel Investments April Monthly Commentary
Ariel Investments picks stocks from four broad universes: small-caps, mid-caps, large-caps, and international stocks. We use the benchmarks above to track the performance of these areas on a very broad basis. More...

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7 Declining Stocks With High Dividend Yields Companies with poor 12-month performances John Rogers,Mario Gabelli,Jim Simons,Chuck Royce - 7 Declining Stocks With High Dividend Yields
According to the GuruFocus' All-in-One Screener, the following stocks have high dividend yields but performed poorly over the past 12 months. More...

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John Rogers Comments on Dun & Bradstreet Corp Guru stock highlight
Also, corporate credit expert Dun & Bradstreet Corp. (NYSE:DNB) fell –10.62% after issuing disappointing guidance. During a mixed quarterly earnings report, the firm guided toward 1% to 3% revenue growth for 2017; Wall Street had long expected 5% growth this year. A key reason for the disappointment is the restructuring of the firm’s relationship with Salesforce.com, which will likely crimp near term growth. While recent growth has been slower than management or its investors would prefer, we think Dun & Bradstreet is well-positioned for the long term. More...

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John Rogers Comments on Bristow Group Guru stock highlight
Other holdings in the portfolio underperformed. Helicopter transport company supplier Bristow Group Inc. (NYSE:BRS) declined –25.41% in tandem with sinking oil prices. That said, the company actually surpassed the Street’s gloomy expectations, losing $0.28 per share rather than $0.48. The stock rose on that news, but declined over the course of the quarter as oil fell from the $55 range to below $ 50. As we have said before, the commodity’s price will rise and fall, yet oil is necessary to the world; therefore we firmly believe companies will continue to need Bristow’s services. More...

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John Rogers Comments on Kennametal Guru stock highlight
In addition, cutting tools maker Kennametal Inc. (NYSE:KMT) surged +26.15% on solid guidance and the assumption it could benefit from a new U.S. trade policy. During the quarter, the company announced revenues would improve this year, allowing it to pare back cost-cutting. Meanwhile, Wall Street and some prominent hedge funds became more bullish on Kennametal because its overseas competitors, Iscar and Sandvik, would be hurt if U.S. trade policy became more protectionist. We admire the firm not for short- term tailwinds but for its strong positioning in a small but crucial niche business. More...

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John Rogers Comments on Viacom Guru stock highlight
Some stocks in the portfolio performed quite well. Media company Viacom, Inc. (NASDAQ:VIAB) leapt +33.44% as new CEO Bob Bakish began to implement his vision. In early February, as the company announced earnings per share of $1.04 versus the $ 0.83 consensus, Bakish introduced his five-point strategy. We especially like his decision to emphasize six flagship brands: BET, Comedy Central, MTV, Nickelodeon, Nick Jr., and Paramount. A week later he underscored this point when he asked the CEO of underperforming Paramount to step down. We think focusing on what matters most is smart—and especially important at a complex, intricate organization such as Viacom. More...

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John Rogers' Ariel Fund First Quarter 2017 Commentary Analysis of holdings and markets John Rogers - John Rogers' Ariel Fund First Quarter 2017 Commentary
It was a strong first quarter for equities. Foreign stocks led the way with a +7.25% gain, with large-cap U.S. stocks rising +6.07% and small-caps advancing +2.47%. The ebullience beginning with the November presidential election continued for the first two months of 2017. In March, however, international stocks kept charging while U.S. stocks went flat. And so, this quarter, both foreign and U.S. shares appear to have hit low-key inflection points. Just three months ago we wrote about the international bear market, which started in 2014. That downturn may well have ended; the MSCI EAFE Index is now up roughly +10% since mid-November. For domestic stocks, we think the plateau in March was most likely a measured response to the Federal Reserve’s quarter-point rate hike mid-month. To date, nobody knows whether the sideways move was a pause or a lasting deceleration. This quarter, Ariel Fund gained +6.56%, trouncing the Russell 2500 Value Index’s +1.62% move as well as the +3.76% rise of the Russell 2500 Index. More...

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John Rogers' Ariel Fund March Commentary An analysis of the happenings of the month John Rogers - John Rogers' Ariel Fund March Commentary
As you know, Ariel Investments focuses on small-caps, mid-caps, large-caps as well as international stocks. The indexes above represent these broad investment universes. More...

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Barrick Gold Risks Suspension of Operations at Argentine Mine Veladero's full suspension may influence Canadian miner's production Joel Greenblatt,John Rogers,First Eagle Investment - Barrick Gold Risks Suspension Of Operations At Argentine Mine
Argentina's environmental ministry asked for Barrick Gold’s (NYSE:ABX) temporary cessation of all operations at the Veladero mine, Reuters.com reported April 7, because of the breakage of a pipe carrying the cyanide solution that is spread over the heap’s surface to leach the precious metal on March 28. More...

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Robert Olstein's Largest Sales of 4th Quarter Most weighted sales in the guru's portfolio Robert Olstein,John Rogers,John Paulson,Mario Gabe - Robert Olstein's Largest Sales Of 4th Quarter
Robert Olstein (Trades, Portfolio) is the chairman and chief investment officer of the Olstein Financial Alert Fund. He is considered to be an expert in corporate financial disclosure and reporting practices. During the fourth quarter, the firm sold shares in the following stocks: More...

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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 John Rogers, Chuck Royce - 6 Companies That Offer Strong Value Potential For 2nd-Quarter 2017
As discussed in previous articles, the GuruFocus value screeners can identify strong value opportunities for short-term and long-term investing. The following six companies made multiple value screeners as of Mar. 29: Wipro Ltd. (NYSE:WIT), The Cheesecake Factory Inc. (NASDAQ:CAKE), Casey’s General Stores Inc. (NASDAQ:CASY), Anika Therapeutics Inc. (NASDAQ:ANIK), F5 Networks Inc. (NASDAQ:FFIV) and Copart Inc. (NASDAQ:CPRT). These six companies offer strong value potential for second-quarter 2017. More...

JOHN ROGERS, CHUCK ROYCE


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Ariel Funds: Bank Stocks Are Overvalued Banks are coming back down to earth, vice president of John Rogers' firm says John Rogers - Ariel Funds: Bank Stocks Are Overvalued
Vice Chairman of John Rogers (Trades, Portfolio)' Ariel Investments, Charles Bobrinskoy, commented on the pullback in the market this week, saying bank stocks were very cheap in June, got to fair value the day after election, ran to overvalued and now are coming back to earth. He also believes regional bank stocks are too expensive. More...

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