Ariel Investments' John Rogers on How You Can Still Win With Value Investing

This podcast episode delves into the resilient and evolving landscape of value investing, as explained by John Rogers of Ariel Investments. He emphasizes the overlooked potential of small-cap stocks, or "orphan" investments, that often escape the radar of larger investors. Rogers shares pragmatic strategies for uncovering hidden gems through research, relationship-building with management teams, and the importance of assessing a company's intrinsic value. His insights into macroeconomic trends and specific industries, coupled with stances on investor behavior and historical market crises, illustrate that with a keen eye for detail and a long-term perspective, value investing remains a viable and lucrative approach.