Evan Frazier, CFA, CAIA
Research Analyst, U.S. Equities
Continued strong performance of technology-oriented stocks through disparate economic environments, elevated valuations, and increasing concentration within the growth space have caused many to draw parallels between present-day conditions and those of the late 1990s. Some feel as though investor exuberance surrounding innovative companies is irrational, and that 2021 could bring with it a paradigm shift in terms of sentiment and market leadership.
This newsletter seeks to assess the extent to which the current equity landscape mirrors the Dot-com Bubble with an analysis of performance, sector concentration, profitability fundamentals, and valuations.
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