[Frantzie]

Sorry dude - I know value investing and graham/dodd. Rogers is fair to not very good. If you want Graham and Dodd - go with Tweedy Browne or even Brandes.

I once had the chance to talk with Chris Browne who sadly passed away in 2009. He was kind and total gentleman.
http://online.wsj.com/article/SB10001424052748703438404574598442025375858.html#articleTabs%3Darticle

I would also take Gabelli over Rogers. Gabelli’s wrote the book on cash flow analysis.

I can think of three money managers who all made money in 2008 and who are much much better than Rogers/Ariel.

[LRoggy]

The flagship Ariel Fund is up 6.55% compounded over the last ten years versus a negative 0.76% for the S&P 500. If that is a poor record you have standards that are unrealistic.

Tweedy Browne's original fund managers Cuniff and Ruane, who were classmates of Buffett’s are no longer managing the fund.

The TB Value Fund, the flagship fund for them, is up 3.56% for the same ten year period.

I'm not very good at math I guess, but I do think 6.55% pretty much annihilates 3.55%, particularly on a compound basis.