Bridging the Gap
Tag: growth
Election Years - Value vs. Growth
We examine the historical trend of value stocks outperforming growth stocks during election years, a pattern evident since 1980 and is particularly pronounced in small cap stocks.
Shifting Sands - Is It Time For Small Cap Value?
We explore the emerging trend of reallocating from large cap tech to small cap and value stocks. We examine the factors driving this shift and consider whether it marks the beginning of a longer-term rotation.