Value Insights

Value Insights

Is Your Portfolio Overexposed to the U.S.?

  • IsYourPortfolioOverexposedtotheUS


Does Your Portfolio Have Enough Value Exposure?

  • NetValueExposure


Value vs. Growth Performance Cycle

  • RelativeDrawdown


Valuation Dispersion at Extreme Levels

We believe valuations are an important driver of future returns. Value stocks are displaying some of the largest valuation discounts relative to growth in our firm’s history. Going forward, we believe this may bode well for value.
  • 2019-08-29ValuationDispersion