Sheryar Siddiq
Tue, Apr 29, 2025, 10:36 AM 6 min read
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We precocious compiled a database of the 10 Best Stocks to Buy According to John W. Rogers of Ariel Investments. In this article, we are going to instrumentality a look astatine wherever Jones Lang LaSalle Incorporated (NYSE:JLL) stands against John W. Rogers' different banal picks.
John W. Rogers Jr. is simply a salient American capitalist and hedge money manager who serves arsenic the chairman, CEO, and CIO of Ariel Investments. Rogers graduated from Princeton University successful 1980 and spent 2 and a fractional years arsenic a banal broker astatine William Blair. Three years later, helium founded Ariel Investments, the archetypal Black-owned communal money institution successful the United States, with $200,000 supported by household and friends. Howard University would beryllium Ariel Investments' archetypal customer, with the steadfast receiving $100,000 to negociate its endowment. The adjacent year, the metropolis of Chicago granted Ariel $1 cardinal to run a pension plan. By 2009, Ariel Investments was managing $3.3 cardinal successful assets, which has since accrued to a staggering $12.9 billion.
Notably, the investor's flagship Ariel Fund's faced 1 of its archetypal hurdles backmost connected October 19, 1987, the time of the clang known arsenic Black Monday. The adjacent large trial came aft the dot-com situation successful 2000, with the Ariel Fund rebounding strongly, returning 29% that twelvemonth and 14% successful 2001. During the 2008 fiscal crisis, Rogers' investments successful equities, specified arsenic existent property concern steadfast CBRE Group and paper steadfast Gannett, caused the money to suffer 48% earlier returning 63% successful 2009.
Rogers appreciates patience arsenic helium looks for companies that helium believes will scope their afloat imaginable successful a acceptable play of years. This strategy of scooping up worth stocks, pioneered by famed investors Warren Buffett and Benjamin Graham, involves buying stocks whose worth may beryllium undervalued by the market. Speaking connected a Bloomberg Invest Conference, the capitalist stated that marketplace enthusiasts mightiness get overly focused connected short-term trends, and those prepared to look 3 oregon 5 years up whitethorn inactive uncover opportunities.
Ariel Investments remains steadfast successful its content of worth investing, adjacent wrong the existent marketplace climate. This assurance successful its strategy was reaffirmed successful the fund's Q1 2025 Investor Letter. Here is what Ariel Fund had to say:
Most large U.S. indices ended the archetypal 4th of 2025 successful the red, with investors fleeing to information arsenic optimism for different twelvemonth of U.S. outperformance driven by economical momentum and the caller administration’s pro-business stance was rapidly replaced by tariff fears and argumentation uncertainty. The Magnificent Seven, which drove astir of the markets gains implicit the past 3 years, led the decline, falling astir -15%. Value bested maturation and ample caps held up amended than their tiny headdress brethren. International equity markets, led by Europe and China, surged—delivering their strongest quarterly outperformance versus the U.S. successful 15 years. Meanwhile, deteriorating assurance and apprehension astir a planetary commercialized warfare is fueling recession fears. While Wall Street sits connected borderline and markets stay erratic, we are actively leaning into the volatility by judiciously acquiring the downtrodden shares of prime companies whose worth should beryllium realized implicit the agelong term.