AIVL - Style-Box Analysis Update: No Surprise Value Continues To Outperform

• Value continues to trounce growth stocks within the style asset class across all market caps, and the longer-term returns tell us that growth might continue to lag for some time.
• It’s impossible to say how long the style “alpha” will be sustained. Growth stocks had a remarkable decade from 2010 through the end of the pandemic.
• That doesn’t mean value’s outperformance will be of an equivalent time frame. If gradually higher interest rates continue to prevail, my guess is value will likely see outperformance versus its growth market-cap equivalent.

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