John Rogers, co-founder and chairman of Ariel Investments, spoke with Bloomberg about the shifting market landscape and the enduring value of small and midcap investing. “We’re still finding ideas in the small value space. You know they really have been ignored. They’re kind of the ugly ducklings when you compare … Read More
John Rogers Trims Key Holdings: Northern Trust, Schwab, Smucker Among Top Reductions
In the most recent quarter, John W. Rogers Jr. of Ariel Appreciation Fund made a series of notable reductions across his equity holdings. Known for his disciplined, long-term approach to investing in undervalued small and mid-cap stocks, Rogers appears to be actively trimming positions where valuations may have stretched or … Read More
John Rogers: Take Advantage of Volatility With An Eye Towards Long-Term Gains
In his Q2 2025 commentary for the Ariel Appreciation Fund, John Rogers outlines a strategy rooted in long-term conviction and an ability to tune out macro noise. “It’s impossible to control tariff policies, global trade negotiations and/or how geopolitics may reverberate across the economic landscape,” Rogers writes. “As such, in … Read More
John Rogers: There’s Opportunity in the Overlooked
“I go back to 1987,” John Rogers told Semafor’s Liz Hoffman at the World Economy Summit this year. “The stock market down 22% in one day… that was just a horrific experience. It has a lot of similarities where you feel the fear wherever you go… people are talking about … Read More
John Rogers & Mario Gabelli on Buffett’s Playbook, Small Caps, and Moats
In a market increasingly driven by quarterly headlines, momentum trades, and algorithmic noise, Mario Gabelli and John Rogers are still putting their faith in time, discipline, and deep research. Speaking at the recent Gabelli Omaha Value Investor Conference, the two icons didn’t just honor Warren Buffett—they laid out a clear … Read More
John Rogers: Why Value Investing Isn’t Dead Despite Growth Stock Dominance
In his recent interview with Odd Lots, John Rogers argues that value investing is not dead, despite the prolonged outperformance of growth stocks. He references Warren Buffett’s philosophy of being “greedy when others are fearful” and highlights the cyclical nature of markets. Rogers sees opportunities in overlooked, undervalued “orphan” stocks, … Read More
John Rogers: A Market Correction Is Coming Soon
During the recent Barron’s Roundtable, John Rogers expressed his concern that the current technology-driven market rally, led by AI companies, may be nearing its peak, drawing parallels to the dot-com era. He acknowledges that while today’s market leaders have solid businesses, they are highly overvalued. The gap between large-cap growth … Read More
John Rogers: The Impact Of The ‘Fab Four’ On Markets in 2024
In his recent Q1 2024 Market Commentary, John Rogers says the recent rally in the stock market has been significantly driven by four major stocks, referred to as the “fab four”: Amazon, Meta Platforms, Microsoft, and NVIDIA. These companies not only have high valuations but also a considerable impact on … Read More
John Rogers: 3 Key Investing Strategies for Turbulent Times
During this interview with McKinsey, John Rogers was asked what principles had guided him through tough periods of higher risk and uncertainty. Here is his response: Rogers: Something so important to successful investing is not getting outside of your comfort zone, trying to own a little bit of everything, or … Read More
John Rogers: How Patient Investors Can Outperform in 2024 and Beyond
In his latest Q42023 Letter, John Rogers anticipates a narrowing gap between mega-cap and small to mid-cap stocks as interest rates decrease in 2024 and beyond. His belief is supported by factors such as consumer confidence, stable wages, and sustained long-term economic growth. Despite market concentration, his 41 years of … Read More
John Rogers: How Many Stocks Should You Own? – The Sweet Spot
During his recent discussion with Mario Gabelli, John Rogers discussed the sweet spot in terms of how many stocks you should own. Here’s an excerpt from the discussion: Rogers: We both started our funds in 1986. You learn over that time what your sleep at night kind of risk you’re … Read More
John Rogers: There Will Always Be Opportunities For Value Investors That Are Left In This Market
During his recent interview with Bloomberg Live, John Rogers explained why there will always be opportunities for value investors that are left in this market. Here’s an excerpt from the interview: Rogers: I think it’s a temporary phenomenon. Sometimes markets go crazy and… Host: Are they crazy right now? Rogers: … Read More
John Rogers: When To Sell Stocks
In his recent interview with The World According To Boyar, Jim Rogers discusses his sell strategy. Here’s an excerpt from the interview: Rogers: There’s two reasons we sort of touched on a little bit. One is the question, stocks get to be expensive. And typically when they’re getting expensive, they’re … Read More
Mario Gabelli & John Rogers – Why Volatility Is Off The Charts
In their recent value investing panel discussion, Mario Gabelli and John Rogers discussed why volatility is off the charts. Here’s an excerpt from the discussion: Gabelli: Now what’s going on in the mechanics of the market was your question. Algos, momos, quants and Robin Hood. We have a generation of … Read More
John Rogers: Long-Neglected Value Stocks Poised To Outperform Growth
In his latest Q1 2022 Letter, John Rogers says long-neglected value stocks are poised to outperform growth. Here’s an excerpt from the letter: Geopolitical instability, surging inflation, tighter monetary policy, a sharp run up in commodity prices as well as supply chain constraints present risks on a go forward basis. … Read More
John Rogers: 2022 Will Be A Great Year For Value
In his recent interview with CNBC, John Rogers explained why 2022 will be a great year for value. Here’s an excerpt from the interview: Rogers: I feel strongly that 2022 is really going to be a great great year for value, and these large tech stocks have had their run … Read More
John Rogers: More Than Ever, The Greatest Opportunites Are In Small-Caps
In his recent interview on Bloomberg, John Rogers explained why more than ever, the greatest opportunities are in small-caps. Here’s an excerpt from the interview: Rogers: From the very beginning when we started Ariel 38 years ago we were heavily influenced by the place that I used to work William … Read More
John Rogers: We Are In The Second Innings Of A Long Value Cycle
In his recent interview with Kiplinger’s, John Rogers explains why value is making a comeback, and why he believes we are only in the second innings of a long value cycle. Here’s an excerpt from the interview: Value investing struggled for a long time but came back in a big … Read More
John Rogers: What I Learned From The Multi-Year Slump In Small Cap And Value
In his recent interview on The Long View Podcast, John Rogers discussed what he learned from the multi-year slump in small cap and value. Here’s an excerpt from the interview: Benz: What has the multi-year slump in small cap and value taught you that you didn’t know entering this period? Rogers, … Read More
John Rogers: Now Is The Time To Buy Value
In their recent WSJ article titled – How To Understand This Crazy Year And What To Do Now, Ariel’s John Rogers and Melody Hobson discuss the events of 2020 and why they believe that market extremes have become so excessive that now is the time to buy value. Here’s an … Read More
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