John Rogers started Ariel Investments during 1983 at the age of 24 and has always been more tortoise than hare. Ariel’s motto is “Slow and steady wins the race.” Today, Ariel manages $11 billion, and its flagship small-cap fund has returned 12.4% per annum, vs. 9.4% for the Russell 2000 index since inception. In this month’s issue of Value Investor Insight, John Rogers and his team talked about Ariel’s investing strategy. How the investment manager invests for the long-term, taking time to assess any investment opportunity fully before building a position. [klarman] John Rogers: Patience is a virtue “Being patient is at the…
John Rogers On His “Knee-Jerk” Contrarianism
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk