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.