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Dec 07 2022

Growth vs. Value vs. Cyclicals

  • Dec 7, 2022

In the last year, Royal Blue Value (+17%) has dominated Royal Blue Growth (-26%). That is almost a mirror image of the nine-month run for Growth between November 2019–September 2020: Royal Blue Growth +30%; Royal Blue Value -9%.

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About The Author

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