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Oct 07 2020
Market Internals

Growth vs Value vs Cyclicals

  • Oct 7, 2020

Our Deep Cyclical Group gained 18%, besting Royal Blue Growth (+15%) for the first time in recent memory. Growth stock valuations are stretched to 1999 extremes. Value, while historically overvalued, is a relative steal.

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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager

Phil Segner Sr. Research Analyst & Co-Portfolio Manager

Phil is a Co-Portfolio Manager and Sr. Research Analyst at The Leuthold Group, LLC. He is a member of the asset allocation and investment committees and is a major contributor to the firm's research publications.

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