Righting the Ship

09/30/2013

T. Rowe Price’s Brian Rogers describes when he’s willing to bet on mean reversion, why Home Depot five years ago was “one of the easy investments of all time,” why his portfolio is as diversified as it is, his tactic for trying to add value at his firm during the financial crisis, and why he sees unrecognized value today in Apple, Apache, Carnival and Kohl’s.


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