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Mar 08 2025

Leadership Dynamics: Growth/Value/Cyclical

  • Mar 8, 2025

Over the last year, returns between Growth and Value have been very similar within cap structures: Royal Blue Growth +14%, RB Value +17%: Mid-Cap Growth +15%, Mid-Cap Value +12%; Small-Cap Growth +6%, Small-Cap Value +8%.

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About The Author

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