When weighing growth versus value investing in volatile markets, investors should not let growth’s decade of dominance suggest value is obsolete. History shows that value once enjoyed an even more robust run—it bested growth for nearly five decades before the pendulum swung back. This yin and yang of market forces highlights the key truth of value philosophy: over time, valuations not only matter, they significantly affect returns.
So, especially in this volatile landscape, the question to ask may not be “value or growth?” but rather how best to balance the two. Consider the balanced strategy from WisdomTree that’s designed to help growth and value work together.
Combining the WisdomTree U.S. Value Fund (WTV) and the WisdomTree U.S. Quality Growth Fund (QGRW) blends high-yield value with strong growth leaders to pursue consistent returns and diversified exposure.
Why choose between growth and value when you can harness the strengths of both? Discover how a blend of the WisdomTree U.S. Value Fund (WTV) and the WisdomTree U.S. Quality Growth Fund (QGRW) can help build a balanced and diversified core equity allocation.
Just seven stocks now command a large percentage of the S&P 500’s market cap, more than ever before. Christopher Gannatti makes the case for the WisdomTree U.S. Value Fund, a strategy that sidesteps concentration risk while preserving quality and valuation discipline.
With mega-cap tech driving up valuations, disciplined diversification matters more than ever. Matt Wagner outlines the recent rebalance of the WisdomTree U.S. Value Fund (WTV) and explains how its shareholder yield strategy aims to stay ahead.
While broad market indexes hover near record highs, private equity names are breaking down. Meantime, the last half year or so has rewarded speculative stocks at the expense of quality screens. Jeff Weniger explains why these dislocations call for a rethink in portfolio positioning, especially as valuation extremes and Mag 7 free cash flow concerns pile up.
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