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
John Rogers: ‘Cheap Orphan’ Stocks Appear During High Volatility Markets
Here’s a great interview with John Rogers of Ariel Investments speaking with Business Insider. During the interview Rogers shares some great insights into how ‘Cheap Orphan’ stocks appear in high volatility environments, saying: We try to make volatility our friend. And when we see stocks that are gapping down on … Read More
John Rogers: How To Beat The Index By 100 Basis Points Every Year
Here’s a great interview with John Rogers and Charlie Bobrinskoy from Ariel Investments. The Ariel portfolio is currently valued at $8.91 Billion, and has been regularly beating the index by 100 basis points per year. So how do they do it? Here’s an excerpt from the interview: Don’t you hear all … Read More
John Rogers Says Contrarian Investing Gives You The Confidence To Buy When Others Are Selling
Here’s a great interview with contrarian value manager John Rogers on WealthTrack who says if you don’t follow the crowd you’ll be a better investor. “Value investing is a contrarian approach. You’re going to be buying when others are selling. When there’s a lot of fear out there you’re going … Read More
John Rogers: In Investing, Brains Are More Reliable Than Machines. Here’s Why
Just read a great article by John Rogers from Ariel Appreciation, who illustrates why brains are more reliable that machines in the world of investing. It reminded me of an article by Scientific American which says, “Computers are good at storage and speed, but brains maintain the efficiency lead”. The article went … Read More
What Does It Take To Be A Successful Contrarian Value Investor – John Rogers
(Image Credit, cnbc.com) John Rogers is a true contrarian value investor. In 1983, Rogers founded Ariel Investments headquartered in Chicago. Since its inception, Ariel Investments has grown from 2 to 88 employees with $10.7 billion in Assets Under Management (2015). In 2008, he was awarded Princeton University’s highest honor, the Woodrow … Read More