Value Underperformance in the Current Market Cycle

February 22, 2018 | Samantha T. Grant, CFA, CAIA, Senior Research Analyst, U.S. Equities

With the value premium seemingly in decline, value investors have had a lot to complain about over the past ten years. Growth stocks continue to soar despite rich valuations and increasingly lofty expectations. However, we are most likely closer to the end than the beginning of this “pro-growth” trend.

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The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice nor an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Samantha T. Grant, CFA, CAIA
Senior Research Analyst, U.S. Equities

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