Growth Relative to Value
Topics Covered
- 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.