Growth Investing

Portfolio Management
July 2022

Something of Value

Oaktree

Howard Marks

Article

1 Pages

Oaktree Capital explores how value investing should evolve in a world dominated by technology, intangible assets, and rapid innovation.

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Portfolio Management
June 2022

Growth Traps Snap Shut: More portfolio pain to come?

GMO

Ben Inker

Research

5 Pages

GMO explains what growth traps are and why they have been especially painful for investors recently.

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Portfolio Management
September 2021

Dispelling Myths In The Value Vs. Growth Debate

GMO

Ben Inker

Research

11 Pages

GMO examines the value versus growth debate, arguing recent growth leadership does not invalidate long term value investing.

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Portfolio Management
August 2021

Are Value Stocks Cheap For A Fundamental Reason?

AQR

Cliff Asness

Research

8 Pages

AQR Capital Management examines whether value stocks are cheap due to genuinely weaker fundamentals or simply mispricing driven by investor expectations.

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Portfolio Management
April 2021

The Duration of Value and Growth – Much closer to each other than you’d guess

GMO

Ben Inker

Research

9 Pages

GMO explores the duration characteristics of value versus growth stocks, arguing that growth equities behave like long-duration assets while value stocks are shorter duration and more sensitive to near-term cash flows.

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Portfolio Management
February 2021

Russell Growth and Value Indexes: the enduring utility of style

FTSE Russell

Mark Barnes

Research

30 Pages

Russell examines the long standing cycle between growth and value investing, arguing that extreme valuation spreads may signal a potential turning point.

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