John Rogers
30 posts
John Rogers Says Analysts Are Ignoring Some Of The Market’s Best OpportunitiesThe current equity market presents a complex puzzle for investors seeking alpha outside the crowded megacap space. At the Gabelli Omaha Value Investor Conference, John Rogers, f…
John Rogers: Where Investors Should Look Beyond The Mega-Cap TradeMarket veterans often frame current volatility through the lens of experience, and Ariel Investments Co-CEO John Rogers recently reflected on how decades of investing shape the …
John Rogers Explains How Fundamentals Matter in a Concentrated MarketAfter three consecutive years of double-digit equity gains, it has become easy for investors to overlook how narrow and fragile recent performance has been. John Roger’s latest …
John Rogers: Positioning His Portfolio for 2026The latest 13F filing from Ariel Appreciation Fund provides a clear window into how John W. Rogers Jr. is positioning capital amid a choppy, valuation-sensitive market. Consiste…
John Rogers: When Stadium-Sized Crowds Gather Around Giants, Other Opportunities Exist in Small CapsMarkets spent much of the past year transfixed by a narrow set of mega-cap narratives, but John W. Rogers, Jr. argues that something more interesting is happening beneath the su…
John Rogers: The Enduring Value Of Small And Midcap InvestingJohn 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 …
John Rogers Trims Key Holdings: Northern Trust, Schwab, Smucker Among Top ReductionsIn 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 ap…
John Rogers: Take Advantage of Volatility With An Eye Towards Long-Term GainsIn 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 impossibl…
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…
John Rogers & Mario Gabelli on Buffett’s Playbook, Small Caps, and MoatsIn 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, …
John Rogers: Why Value Investing Isn’t Dead Despite Growth Stock DominanceIn 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…
John Rogers: A Market Correction Is Coming SoonDuring 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 p…
John Rogers: The Impact Of The ‘Fab Four’ On Markets in 2024In 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”:…
John Rogers: 3 Key Investing Strategies for Turbulent TimesDuring 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: Som…
John Rogers: How Patient Investors Can Outperform in 2024 and BeyondIn 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 su…
John Rogers: How Many Stocks Should You Own? – The Sweet SpotDuring 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: …- John Rogers: There Will Always Be Opportunities For Value Investors That Are Left In This MarketDuring 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…
- John Rogers: When To Sell StocksIn 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 t…