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Mar 05 2022

Growth vs. Value vs. Cyclicals

  • Mar 5, 2022

Our Royal Blue Growth segment was far and away the worst performing style box in February (again). That once-powerhouse segment has already lost 16.3% YTD. In the last 18 months, Small Cap Value has almost entirely erased Small Cap Growth’s last five years of outperformance.

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About The Author

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