economy
Ariel’s John Rogers likes these small-cap names as the market rally broadens
Ariel Investments' John Rogers highlighted for-profit education company Covista as a small-cap stock he's currently bullish on.
TL;DR
- John Rogers believes the current market is expensive due to the AI craze, causing volatility and challenging value investors.
- He is bullish on Covista, a for-profit education company focused on doctors and nurses, highlighting its importance due to global shortages.
- Rogers also favors financial stocks Lazard and Carlyle Group, noting that some have become cheaply valued in a deregulated environment.
- Other Chicago-based small-cap companies he owns and is positive about include electronics manufacturer Littelfuse and components producer Knowles.