Will Value Ever Outperform Again?

How Growth/Value secular rotations happen

The current Growth secular bull is the longest on record, causing some to ask when, or whether, Value will reclaim its championship belt as the style with superior long-term returns.

Our view is that yes, Value will outperform again, but it requires certain macro conditions. Those requirements have not changed, but the nature of the U.S. economy has. The consumer/debt- based economy has led to slower growth and longer expansions, which favors Growth stocks.

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In addition to outlining the changing demographic landscape, this latest report will also identify the consumer-related industries and companies best and worst positioned relative to this change.

Explore our specific industry evaluation summary, which includes company specific tickers, by downloading your free copy of the report on the right side bar.

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