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What Drives Ariel Investments' John Rogers: (ARGFX)

TedTed
edited October 2018 in The Bullpen
FYI: 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 ( 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.)
Regards,
Ted
https://www.fidelity.com/insights/investing-ideas/value-strategy-for-investors

M* Snapshot ARGFX:
https://www.morningstar.com/funds/XNAS/ARGFX/quote.html
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