John Rogers
Ariel Investment
Value
9.3B
Stocks
108 Stocks (10 new)
Turnover
4.01%
CIK
936753
Top Holdings
MSGE(4.01%) AMG(3.68%) NCLH(3.46%) SPHR(3.25%) JLL(3.25%)
About Investor
Established investor leading Ariel Investment, with expertise in patient value investing in small and mid-cap companies. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in patient value investing in small and mid-cap companies through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
John Rogers Letters
| Letter | Fund Name | Ticker | Date | View |
|---|---|---|---|---|
| 2025 Q4 | Ariel Small Cap Value Strategy | AMG, FDS, GNRC, KMT, NCLH, PSKY, REZI, RLI, SPHR, ZBRA | Jan 18, 2026 | View |
| 2025 Q3 | Ariel Small Cap Value Strategy | BCO, KMT, MAT, MSGE, PBH, REZI, SPHR, ZBRA | Oct 15, 2025 | View |
| 2025 Q2 | Ariel Small Cap Value Strategy | CLB, DNB, FAF, LIND, OSW, REZI, WEX, ZBRA | Jul 17, 2025 | View |
| 2025 Q1 | Ariel Small Cap Value Strategy | AAPL, ADT, AMZN, BIO, FAF, GOOGL, LESL, LIND, META, MIDD, MSFT, NCLH, NVDA, TSLA | Mar 31, 2025 | View |
| 2024 Q4 | Ariel Small Cap Value Strategy | AAPL, AMZN, BCO, GOOGL, LIND, META, MGPI, MHK, MSFT, NCLH, NVDA, OSW, TSLA | Dec 31, 2024 | View |
| 2024 Q3 | Ariel Small Cap Value Strategy | BRC, CLB, JLL, LAZ, LESL, LIND, MHK, SRCL, WEX | Sep 30, 2024 | View |
| 2024 Q2 | Ariel Small Cap Value Strategy | BCO, CLB, HMN, LESL, MIDD, OSW, PARA, SPHR | Jul 31, 2024 | View |
| 2024 Q1 | Ariel Small Cap Value Strategy | CG, DNB, LAZ, LIND, MGPI, NVT, OSW, SPHR | Apr 15, 2024 | View |
| 2023 Q4 | Ariel Small Cap Value Strategy | CLB, JHG, JLL, LIND, MAT, NVST, OSW | Feb 20, 2024 | View |
| 2023 Q3 | Ariel Small Cap Value Strategy | AMG, BCO, LESL, LIND, MAT, MEI, NCLH, SPHR | Sep 30, 2023 | View |
