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Dec 07 2021

Value Or Growth? Size Matters

  • Dec 7, 2021

Growth has been outperforming Value since 2007, but the magnitude varies widely by market cap.  Large Cap has seen Growth outperform Value by a greater amount and with more consistency than has the Small Cap space. We use the S&P style indexes for reference.

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About The Author

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