For much of last year and the past decade, value investing has been in the doldrums compared to its growth counterpart.
Throughout the pandemic, we have seen the stark issues confronting what we would consider to be value companies, and for some them it is going to be a struggle just to survive once this crisis subsides. As a result, and has been well reported, we have seen a huge amount of momentum for growth companies, in particular the handful of tech companies that top the S&P 500 index that have benefitted from the "work from home" trend. Thematic, systematic, pragmatic: Why multi-strategy investing still has a place in 2021 This has helped fuel demand for these stocks, and with the current loo...
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