Growth investing has performed strongly within U.S. equities for over a decade, however, last month the markets saw a distinct shift and the performance of value-oriented strategies accelerated. Christopher Gannatti demonstrates this shift by comparing some value funds to a few growth strategies.
Warren Buffett recently released his annual letter to shareholders. Jeremy Schwartz highlights ideas from four passages of the letter including quality vs. value, high-quality dividends, FX hedging and the gambling culture in stock trading.
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The WisdomTree Value Fund (WTV) uses a unique value strategy that selects and weights companies based on shareholder yield. Matt Wagner highlights the advantages of this strategy and recaps the recent rebalance of the Fund.
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Are we about to see a shift in market leadership? Christopher Gannatti examines the WisdomTree U.S. Value Fund's performance this year and makes the case for value strategies moving forward.
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After the global financial crisis of 2008/09, U.S. equities—particularly growth-oriented U.S. equities—went on a run. For an extended period in 2022, it started looking like the growth rally was over and the value cycle had begun. Christopher Gannatti analyzes value strategy performance in the first half of 2023.
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So far this year growth stocks have been outperforming value stocks, but in 2023, do all growth indexes really mean growth? Christopher Gannatti takes a deep dive into the index performance of growth vs. value in the first half of 2023.
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