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Factor Risk Investing

Is Growth The New Value

Published on
May 3, 2022
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The story around the recent fall in Netflix has been well covered in the media. A first-mover disruptor, delivering high growth that joined a cohort of technology stocks that became the darlings of the COVID era. Only to be tumbled by the reality that growth may have a ceiling.

Whilst many market commentators have been warning about a repeat of the 2000 dot com era for some time now, they miss the real question on professional investors minds.

Have yesterday's Growth Stocks become tomorrow's Value Stocks?

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