Staunch defence of growth or value could see missed opportunities

Growth vs value less like a debate, more like a ‘friendly conversation’

clock • 4 min read

Growth vs. value is slowly shifting into growth and value, write Don Klotter and Jeff Cullen...

One of the longest-running conversations in the asset management industry continues to be the question of growth vs. value investing. Both sides have vehemently defended their approach through a sweeping range of economic cycles, ebbs and flows in the markets, and shifting dynamics. Not so long ago, even in the past 20 years, this long-drawn-out debate seemed justified - in truth in the ten to 15 years that followed the 2008 recession, growth investing truly drove the markets. As we entered one of the longest sustained bull runs in history - every investment felt like a growth investm...

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