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Growth Investing
Firm
Author
Type
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.
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.
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.
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.
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.
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.