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May 07 2020

Valuation Dispersions At Extremes

  • May 7, 2020

Valuation dispersions remain at extreme levels. Dispersions within Large Cap stocks remain above Tech Bubble levels, but are on par with Mid and Small Cap stocks on an absolute basis. Spreads within sectors also present historic stock selection opportunities.

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About The Author

Greg Swenson / Sr. Research Analyst & Co-Portfolio Manager