John W. Rogers Jr. Portfolio

John W. Rogers Jr. portfolio overview (top investment stocks): Rogers focuses on selected growth-oriented and asset-light business models, aiming for strong fundamentals, durable competitive advantages, and long-term investment value. Key stocks in his portfolio include:
1) Madison Square Garden Entertainment Corp. (Ordinary Shares, Class A) — An investment in the live events and entertainment ecosystem, highlighting exposure to consumer spending, venue-driven revenue, and brand-led demand.
2) Charles River Laboratories International Inc. — A biotechnology and research services stock investment aligned with increased outsourcing of pharmaceutical R&D, emphasizing contract-driven stability, scientific infrastructure, and demand resilience.
3) OneSpaWorld Holdings Limited — A hospitality services investment reflecting secular travel and wellness trends, leveraging recurring spa operations and contracted or managed services that can translate into improving margins.
4) Jones Lang LaSalle Inc. — A real estate services investment tied to commercial property cycles, using expertise-driven advisory and brokerage capabilities to capture activity levels in leasing and investment markets.
5) Affiliated Managers Group Inc. — An investment in an asset-management holding model, supported by diversified management firms and fee-based revenues, aligning with compounder potential in financial services.
Overall, Rogers’ portfolio approach favors high-quality business operators within targeted sectors—entertainment, life sciences, wellness services, real estate services, and investment management—seeking consistent cash generation and attractive long-term prospects within his portfolio of stocks.