Ariel’s John Rogers Defends Active Management

Before becoming the founder and chairman of Chicago-based Ariel Investments, John Rogers Jr. was a varsity basketball player at Princeton University and a winner at both Wheel of Fortune and Warren Buffett’s NetJets Poker Invitational in Las Vegas. This according to a recent Barrons article. During a recent interview with Barrons, Rogers said, “I worry that our industry hasn’t done an effective job of defending itself and showing the value that is added by active… Read More

Index Fund Bubble on the Horizon

Index funds have been “bumping up” the prices of all stocks in the major indexes as managers put “record amounts of shareholder money to work,” says an article in last week’s Institutional Investor. This has created a bubble that could spell trouble for passive investors but present opportunities for active ones. John Rogers, CEO of $2 billion Ariel fund, said that when the downturn occurs, the “mindless selling that index funds must do” will allow active… Read More

Veteran Fund Managers Part II

In yesterday’s blog post, we shared some insights from tenured money managers regarding the patience necessary for investment success. An article in last weeks’ InvestmentNews offered more feedback from this group of sage investors, which included; Ariel Fund’s John Rogers, Robert Bacarella of the Monetta fund, Mario Gabelli of Gabelli Asset Management Company and John Carey of the Pioneer fund. When asked how they’ve managed to stay in the competitive world of fund management, here… Read More

Stocks for the Sporting Investor

Top fund manager John W. Rogers Jr. says there’s money in sports — and the stocks of sports-related companies. “Sports is in the sweet spot of transformative technology and media that have made these pastimes even more ­ubiquitous and entertaining,” Rogers writes in his latest Forbes column. “And more lucrative.” Rogers says high-definition television is allowing sports fans to watch games in better quality and mobile devices are letting them watch games on the go.… Read More

Focus on Facts, Not Fear, Says Rogers

In his latest Forbes column, John W. Rogers Jr. stresses the importance of staying rational amid market turbulence, and says he’s bullish on the financial sector because investors have been treating it with an irrational amount of fear. “An unemotional response is the right one in many critical moments — be it the game-winning shot or a life-saving procedure,” Rogers writes. “But it’s hard to hold it together in a crisis. If you keep your… Read More

Rogers Talks Moats

In his latest column for Forbes, top fund manager John Rogers looks at the notion of economic “moats”, and how investors can profit from companies that have them. Rogers looks the wisdom of two great value investors — Warren Buffett and Charles Munger of Berkshire Hathaway — as it pertains to moats. Buffett, he says, has said of moats, “The key to investing is not assessing how much an industry is going to affect society,… Read More

Rogers: “Mountain” of Corporate Cash to Help Market

In his latest Forbes column, John W. Rogers Jr. says that while pessimism remains in the market, he’s generally upbeat. “I am optimistic about the economy and the stock market in 2011 — although my expectations are more tempered than before,” Rogers writes. “The management teams I talk to every day have real conviction that their businesses have stabilized and are growing. Corporations are sitting on the largest mountain of cash ever, and eventually they… Read More

Herro, Rogers Offer Picks

As part of a recent charity event, top strategists John Rogers and David Herro talked about where they are currently finding value in the market. Rogers, who heads Ariel Investments, “focused on long-term value investing in ‘out of favor’ media stocks” at the Chicago event, Crain’s Chicago Business reported. Rogers recommended that attendees take a look at three of his media holdings, Gannett Co., CBS Corp. and Viacom Inc. Herro, who was recently named one… Read More

Rogers on How to Profit from the Takeover Takeoff

Ariel Investments’ John W. Rogers Jr. says Corporate America’s appetite for takeover deals is creating big opportunities for investors. Rogers, whose Ariel Fund is in the top 10% of funds in its class over the past year and the top 12% over the past ten years, writes in his latest Forbes article that “small investors are still shying away from U.S. stocks, but big corporate buyers can’t seem to get enough of them,” in the… Read More

Rogers on Where to Find Contrarian Plays

In the latest edition of Forbes.com’s “Intelligent Investing”, Ariel Investments CEO John Rogers Jr. discusses his investment strategy, and explains why he’s high on several media companies and other out-of-favor firms right now. “We love low P/Es,” says Rogers, whose flagship Ariel Fund has returned close to 7% per year over the past decade while the S&P 500 has been in the red. “We also want to do the discounted cash flow analysis that most… Read More