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Small cap investor: Buy this helicopter stock

Employees wait for refueling to be completed on a passenger helicopter, operated by Bristow Group Inc., on the landing pad of the Agbami floating oil production.
George Osodi | Bloomberg | Getty Images
Employees wait for refueling to be completed on a passenger helicopter, operated by Bristow Group Inc., on the landing pad of the Agbami floating oil production.

John Rogers Jr., chairman of Ariel Investments, bought shares of a provider of aerial transportation services on Wednesday, in a value play for CNBC Pro's Platinum Portfolio.

The money manager, who oversees about $10 billion in assets, believes shares of Bristow Group (BRS), which provides helicopter services to the offshore oil energy industry, are poised to rise.

Here is his investment thesis, along with other recommendations.

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