Select Page

Growth stocks have far outpaced value stocks this year.  As we enter the summer this divergence has reached an extreme:

DfH66LLVAAAmR7_

The divergence between the Russell 2000 Value vs. the Russell 2000 Index has not been this wide in over 10 years:

DfGJoApUcAAKKqu

Is value about the make a comeback while growth consolidates the huge 2018 gains?   We believe value is deeply oversold.  A rebound for this sector in the second half of the year could be on the way.  

Hat tip Callum Thomas/Trevor Noren