What Drives Ariel Investments’ John Rogers

Rogers, a deep believer in the power of value stocks, says “It’s fun to be different,” he says. It’s been profitable, too.

(Image credit: ©2017 Powell Photography, Inc.)

John Rogers is a double anomaly. At a time when investors are increasingly turning to index funds, he picks individual stocks. And at a time when the market prefers growth-oriented companies, he buys value-priced shares. A former basketball star at Princeton, he launched Chicago-based Ariel Investments in 1983, at age 25. The firm’s flagship public fund, Ariel Fund (symbol ARGFX), opened three years later. He’s still lead manager of Ariel, which has returned an annualized 11.6% over the past decade, beating the Russell 2500 Value index by an average of 1.7 percentage points a year. (Returns and other data are as of September 14.)

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James K. Glassman
Contributing Columnist, Kiplinger's Personal Finance
James K. Glassman is a visiting fellow at the American Enterprise Institute. His most recent book is Safety Net: The Strategy for De-Risking Your Investments in a Time of Turbulence.