Martin Madden

When It’s Value vs. Growth, History Is on Value’s Side

Historically, value stocks have outperformed growth stocks in the US, often by a striking amount. Data covering nearly a century backs up the notion that value stocks—those with lower relative prices—have higher expected returns. Value premiums have often shown up quickly and in large magnitudes. For example, in years when value outperformed growth, the average […]

When It’s Value vs. Growth, History Is on Value’s Side Read Full Article »

Going Global for Value

Wes Crill, PhDSenior Investment Director and Vice President Global diversification can increase the reliability of outperformance for strategies pursuing higher than market returns because premiums, like the value premium, do not always move in lockstep across markets. Positive outcomes for a premium in one region can offset underperformance in another. A global perspective on recent

Going Global for Value Read Full Article »