Products
Separate Accounts
Investment management for pension plans, foundations, endowments, other institutional investors, and their consultants.

Value
Co-Managed by: John W. Rogers, Jr.
and Kenneth E. Kuhrt
Market Cap: between $200 million and $2 billion
Co-Managed by: John W. Rogers, Jr.
and John P. Miller, CFA.
Market Cap: between $1 billion and $7.5 billion
Co-managed by: John W. Rogers Jr.
and Tim Fidler
Market Cap: between $2 billion and $15 billion
Deep Value
Managed by: David M. Maley
Market Cap: under $500 million
Managed by: David M. Maley
Market Cap: under $2 billion
Global
Documents
Managed by: Rupal J. Bhansali
Market Cap: all cap
 
 
 


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As of June 30, 2016
A compilation of our separate account portfolio manager letters
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