John Rogers

John W. Rogers, Jr., founder and chief investment officer of Ariel Investments, shares his insights on small- and mid-cap investing. He highlights the distortions caused by indexing and advocates for focusing on undervalued stocks. Rogers also discusses specific investment picks like Middleby and Prestige Consumer Healthcare, citing their strong management and growth potential. He predicts a market rotation where small caps may thrive, especially in 2026, and emphasizes the importance of aligning management goals with shareholder interests.

Join John Rogers, founder and co-CEO of Ariel Investments, a celebrated value investor specializing in mid- and small-cap stocks. He discusses the relevance of value investing against a backdrop of modern trends like AI and passive investing. Rogers highlights his strategies for identifying overlooked 'orphan stocks' and shares intriguing investments, including The Sphere in Vegas. He emphasizes building relationships with company management and the importance of looking for competitive advantages, all while navigating today’s complex market landscape.

John Rogers, Chairman, Co-CEO, and CIO of Ariel Investments, shares his insights on small value companies, which he believes are now greatly undervalued and ripe for investment. He discusses the shift in market sentiment, highlighting the significance of tariffs on mid-cap investors. The conversation touches on the rising demand for live experiences post-COVID and evaluates Paramount's growth amidst streaming competition. Rogers also predicts a surge in M&A activity, citing a friendlier regulatory environment as a catalyst for strategic deals.