Equity Investing: Sustainable Growth for the Long Haul

Investment Strategist

Growth style equity investing has delivered strong gains over the past decade. Clients who have embraced both Value and Growth strategies in this time would have enjoyed healthy returns, albeit not as rewarding as a Growth-only approach, as the two offset to become closer to neutrality from a style perspective. However, those with an uncovered tilt toward Value have experienced this style’s challenged performance against standard market cap weighted indices.