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These 8 Value Stocks Will Benefit From an Economic Recovery


John Rogers, founder of Ariel Investments. The past decade hasn’t been kind to value managers, and their ranks have thinned. But John Rogers Jr., co-chief executive of Ariel Investments, has stayed the course. And his patience and contrarian style of investing are starting to pay dividends once again.

Rogers founded Ariel in 1983; it was the first minority-owned mutual fund company, and is still only one of a few.

The $15 billion firm has long been a value-oriented shop with an eye toward companies that have strong management and are good corporate citizens—a successful strategy for decades. Over the past year, the $2.5 billion Ariel fund (ticker: ARGFX), which Rogers lead manages, has returned 36%, beating 94% of its mid-cap value peers.

The markets are underestimating the strength of a postpandemic recovery, Rogers says, and that bodes well for areas that have been largely ignored in recent years, including smaller companies and those in cyclical businesses such as financials and industrials.

Rogers has had a busy year—scooping up bargains in the midst of the crisis and fielding calls from chief executives looking for advice on how to create a more diverse team. Barron’s caught up with Rogers to hear why […]

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