26 May 2015 Contrarian and Disciplined ( Portfolio )

Good-quality companies, when purchased at a reasonable price to their longterm earnings capacity, can generate significant gains for shareholders. Over the last three decades, John W. Rogers, Jr., Chairman and CEO of Ariel Investments, has rarely wavered from this principle. With the additional support of a stable research team, he has infused the stock selection process of its flagship fund with the company’s discipline in buying stocks trading at a discount to intrinsic value.