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Style Performance

Sep 05 2020

Style Performance Differs Based On Market Cap

  • Sep 5, 2020

Growth continues to lead within Large Caps while Value has the advantage among the Mid and Small Cap arena.

May 26 2020

The Active Goose, The Passive Gander

  • May 26, 2020

Raise your hand if you’ve heard this one before:

        (A)  80% of active funds underperformed their index over the past 10 years.

Now, keep your hand up if you have also heard this:

        (C)  Therefore, investors should buy passive index funds.

Feb 24 2020

The King Is Dead: A Global Chartbook

  • Feb 24, 2020

Last year we published a report titled Price to Book: The King is Dead (available on the Leuthold Research website) with the objective to better understand the decade-long struggle of the value style. Our findings showed that indexes based on the Price to Book ratio have indeed lagged since 2007 but that other measures of value performed significantly better until just recently.