Value

Conventional wisdom and modern day historical evidence indicate that Value stocks do better in bear markets. But from the 1920s through the 1970s, it was Growth that held up best during bear market declines.

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Valuations set the stage for better performance out of growth.  But it is important to note that there’s precedent for the value cycle—seemingly already overextended in time and price—to get much more extended. 

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We have modified our Small Cap and Mid Cap Growth versus Value methodology, improving the algorithm for distinguishing between growth and value to make the components more reflective of these sectors.

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Value continues to have leadership position over Growth among Large Cap stocks. Mid Caps also shifting to favor Value, but Growth still leading in the Small Cap tier.

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Value investing, and this U&U quant screen discipline in particular, has proven to be a superior investment strategy over the long term. It is not superior to growth stocks nor the broad market every year, but it has lower downside risk in bad markets and solid strength in up markets.

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Small Cap Stocks were hands down winners relative to large caps, while just edging out mid caps. This is the fifth consecutive year of small cap superiority.

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Large Cap Growth stocks are now cheap relative to Large Cap Value. Value segment still leads over Growth among the Small Caps and among the Mid Caps.

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Large Cap Growth stocks are relatively cheap compared to Large Cap Value stocks. The next major trend should be in Large Cap Growth.

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After a string of three consecutive down market years, the closing bell on the eve of the recent New Year put to bed the first annual gain for the U.S. stock market since 1999.

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Answering client questions on the economic recovery, bull market upside, valuations, Main Street and what could go wrong?

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The initial framework presented with a snapshot of the current relationships.

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The weight of the evidence points toward a transition from value leadership to growth, with small caps leading the way. But, getting the timing right is no easy matter.

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The weight of the evidence points toward a transition from value leadership to growth, with small caps leading the way. But, getting the timing right is no easy matter.

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It appears that a transition to growth leadership is already underway in the small caps segment of the market.

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Have we really had a big correction in growth stocks, or is the growth index just being pulled down by the tech bust?

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Our work indicates Small and Mid Cap growth stock action is heating up. It is entirely possible that a transition to Small and Mid Cap growth leadership is already in the works.

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Value may continue to outperform Growth for the balance of the year, but by a narrower margin.

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Is “Value” back? Not certain yet, but our thematic Small Cap Value group was upgraded to Attractive this month due to big jump in GS Score.

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The Value Tide is coming in (finally). In July, Large Cap, Mid Cap and Small Cap Value all outperformed their “Growth” counterparts by  generous margins.

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Many consultants and their clients have tightened the style boxes and narrowed the definitions to such a degree that it hamstrings the manager….and it’s detrimental to the client’s long term results.

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