After several strong quarters for value stocks, the last few months have seen a sharp reversal in favor of growth. Understandably, this has led some investors to question whether value’s run is over and whether value investing makes sense as anything more than a tactical play. While the brevity of value’s resurgence has been frustrating, it does provide me with an excellent opportunity to address some of the objections I hear from investors who are hesitant to join us in betting strongly on value today. Our conclusion remains that this is the most compelling opportunity we have seen for asset allocation alpha since the 1999-2000 internet bubble.
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