Value Has Rebounded.. Now What?

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AUGUST 2021

 

Value Has Rebounded. Now What?

 

Is the value rally over? Have value investors missed the turn? Rob Arnott discusses the current environment—including market concentration as it involves the FANMAG stocks and the notorious vulnerability of these top dog stocks to remain on top—and why we believe the potential for value’s outperformance relative to growth stocks remains compelling.