This story appears in the December/January 2023 issue of Forbes Magazine. Subscribe
The veteran value investor’s flagship Ariel Fund was up 14% in January after taking a hit in 2022. Now he is betting big on entertainment, private equity and — surprise! — housing.
In an era when dyed-in-the wool value investing strategists have been pushed aside for sexier growth and quantitative managers, John W. Rogers Jr.’s patient contrarian approach has proven resilient in the aftermath of multiple market storms.
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