In a 2006 paper, K.J. Martijn Cremers and Antti Petajisto showed that the best-performing fund managers tend to be those whose portfolios differ the most from their benchmark — those…
Tag: John W. Rogers
Rogers: Time To Look For Bargains
Top fund manager John W. Rogers Jr. says fears have become abundant again in the stock market — and that has him looking for bargains. (more…)
How To Profit From The Behavioral Biases Of Others
Top fund manager John W. Rogers Jr. says investors often fall prey to behavioral biases, and good value investors can benefit from that. (more…)
Rogers Looking To Niche Areas
Top fund manager John W. Rogers Jr. says he’s focusing on “service companies in niche areas” in 2013. “A chorus of voices continues to fret about a new normal, whereas…
Rogers: Recovery Only In 4th Or 5th Inning
Top fund manager John W. Rogers Jr. says he thinks we are “only in the fourth or fifth inning of this recovery,” and he expects the stock market to do…
Investor Fears Have Rogers Sounding Bullish
Top fund manager John W. Rogers, Jr. says that the combination of lingering fear among investors and improving economic and corporate conditions are signaling a time to buy stocks. “Housing…