Our mega-cap proxy—Royal Blue Growth—was (once again) the only game in town for Q2. That size tier outperformed the others by 8-9% and was the lone subset on the positive side of the performance ledger.
Jul
08
2024
Growth vs Value vs Cyclicals
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![Phil Segner / Sr. Research Analyst & Co-Portfolio Manager](https://leuthold.imgix.net/leutholdgroup.com/site_files/authors/DSC_3189_LR_Phil.jpg?h=150&w=150&fit=crop&fp-y=.15)