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John Rogers Is Winning

Value investing is back — and no one’s happier about that than John Rogers. Rogers is CEO and chairman of Chicago-based Ariel Investments, which says it’s the oldest Black-owned money manager in the country. Founded in 1983, it invests in small- and mid-cap value stocks.  Ariel Fund, the $16 billion firm’s flagship mutual fund, returned 78 percent over the 12 months through May 31, as value stocks have rebounded from 12 years in the doldrums. That performance puts the fund in the ninth...
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John Rogers, Jr.: 'Be Willing to Talk About These Uncomfortable Issues'

Hi everyone. Quick heads up that later in this episode we ask our guest John Rogers a question about the stock of Viacom Corporation. Subsequent to recording the episode, Viacom’s stock got pulled down in connection with the implosion of the Archegos hedge fund. That explains why Viacom’s sharp recent pullback isn’t mentioned--it hadn’t happened at the time we interviewed John. Hope you enjoy the episode. Christine Benz: Hi, and welcome to The Long View. Im Christine Benz, director of ...
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