John Rogers writes to shareholders: "The obvious questoins is: why has this bear market been so much tougher than times past? We attempt to address this question with a two-pronged approach."
First, we dissected out portfolios in the context of the investment environment to get the root cause of our underperformance...
Read the complete letter
First, we dissected out portfolios in the context of the investment environment to get the root cause of our underperformance...
Read the complete letter