But the biggest drag on returns has been Porter’s penchant for holding down-cap stocks. The fund devoted about 65% of its assets to large caps as of September 2024 versus 89% for the index and ...

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world ...

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world ...