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Rogers: Sports-Related Stocks a Score

Ariel's John Rogers discusses recent opportunity in Madison Square Garden and International Speedway, as well as the firm's analytical adjustments in the wake of the financial crisis.

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Christopher Davis: I'm Christopher Davis, a senior mutual fund analyst at Morningstar, and I'm here at the Morningstar Investment Conference with John Rogers. He's the founder of Ariel Investments and also is the veteran manager of the Ariel and Ariel Appreciation funds.

He employs a relatively concentrated, value-oriented strategy and has delivered fine long-term records at both funds, and I'm glad to have you here today, John.

Christopher Davis does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.