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Jan 08 2021

Growth vs Value vs Cyclicals

  • Jan 8, 2021

Across all of our market-cap breakdowns, Growth beat Value by at least 30% in 2020. In the Royal Blue Index, Growth beat Value by 38%—the largest annual gap between these Growth and Value segments since Growth’s 39% outperformance in 1999.

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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager