Growth Relative to Value

• Value underperformed growth by 43% during the last year
• The ratio of growth to value is as high as during the technology bubble
• The technology bubble lasted 7 quarters. The current period is longer
• COVID has likely prolonged value’s recent struggles

Please visit our Zoom recording to view the event in full, recorded October 28th, 2020.

A transcription of the event highlights can be found here.