John Rogers started Ariel Investments during 1983 at the age of 24 and has always been more tortoise than hare. Ariel’s motto is “Slow and steady wins the race.”
Today, Ariel manages $11 billion, and its flagship small-cap fund has returned 12.4% per annum, vs. 9.4% for the Russell 2000 index since inception. In this month's issue of Value Investor Insight, John Rogers and his team talked about Ariel's investing strategy. How the investment manager invests for the long-term, taking time to assess any investment opportunity fully before building a position.
[klarman]
John Rogers: Patience is a virtue
"Being patient is at the cornerstone of everything we do. Is shows up in our effort to see past the short-term noise about a company and focus...

