Value

Momentum Continues For Growth Stocks

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Growth Strong In Second Half Of 2014

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Growth Stocks Better In November

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Large Cap Value Left Out Of October Surge

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Growth Stocks Better In Rough September

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 We additionally compare factor results YTD to that of 2013 YTD; shift to Large Caps should have staying power.

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Large Cap Growth has had an impressive advantage over Large Cap Value in six of the past seven years but that trend is reversing in 2014.

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Growth And Value Go Down Together

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Value strong again in Q2.

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Growth outperformed Value in all market cap subsets: Large Cap, Mid Cap, and Small Cap. It also snapped a five month losing streak with Cyclicals. Despite the reversal, Growth is still lagging YTD, and is extremely undervalued compared to Value.

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While Momentum continued to struggle and Value surged, the Size factor played a much larger role as Small Caps were hit hard in April.

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In April, Large Cap Value widened its YTD outperformance over Large Growth to 730 bps.

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Momentum suffered across almost every sector, but it was particularly bad for Health Care and Info Tech. Value factors finally rebounded after losing over the past year.

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Growth Takes It On The Chin In March.

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Momentum has easily been the best quantitative factor over the last year. The only other factor with notable positive performance is Sentiment. Can this continue?

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Nine Technology groups are in the top quintile of our group model, and the sector has strengthened on a relative basis after twice “testing” a trendline that dates back to the early 2000’s tech wreck. There’s reason to believe the new uptrend has longer-term legs.

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Growth Outperforms Value In February.

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Small Cap Growth Outperforms (On Relative Basis) In Down Month

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Growth Stocks Best In All Three Cap Categories.

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All five factor categories did well, and the best performing Attractive industries came from six different sectors and ranged from traditionally defensive to more cyclical groups.

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