Put the politics aside.
His long term record has been quite good. He is a disciple of Ben Graham (Buffett’s teacher at Columbia) and has never let political correctness influence his stock picking.
I have used his funds in 401K plans I put together for clients and have no problem with doing so in the future. Just because hot money has left him doesn’t change my opinion of his long term effectiveness.
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.