Looking for Wallflowers
John Rogers Jr., lead manager of Ariel Fund (ARGFX ) since 1986, has build an enviable track record investing in stocks of out-of-favor small- and mid-cap companies. Rogers and assistant portfolio manager John Miller are value investors who like quality firms that can become leaders in their space -- in short, "wonderful" businesses. These are companies that are well managed, have high quality products, strong financials, and are selling at a discount to their private market value.
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