But life comes at you fast. One minute, an opposition can be your ‘bunnies’ (which means you beat them all the time); the next, suddenly they’re your ‘bogy team’ (that’s the inverse).
As of March 2024, its largest overweightings versus the bogy were 3.9 percentage points in building materials and home construction. Yet that exposure reflected a focus on specific builders ...
10, 2006, the fund’s investor shares have gained 8.7% annualized through Feb. 29, 2024, slightly topping the bogy’s 8.3% gain. Both substantially top the typical large-value category peer and ...