CURRENT CLIENTS

May 11, 2020

Time for Value...Now?

Value stocks have underperformed their Growth peers by a gap never wider in history, leaving some to suggest it’s time to throw in the towel. But history shows that when the performance on a long-held strategy is at its relative worst, generally speaking, it’s best to stay true to your defined approach. More than hope drives that view. Both the basic premise for Value investing remains applicable, while the vastly expanded valuation gap between the two groups of stocks bolsters our outlook. We thus remain committed to Value as one of the factors we incorporated into our multifactor approach.

Listen to CIO Mark Mowrey introduce this month's commentary:

0520 SRCM Commentary

Recent Commentaries

<< Previous Post
Next Post >>
19900 MacArthur Boulevard
Suite 920
Irvine, CA 92612
949.261.7726
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram