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November 19th, 2015 | Gerstein Fisher

Value, growth, or both? New research paper investigates value versus growth investing

By the numbers, an investor whose portfolio was 100% allocated to value stocks would have performed much better than a 100% growth or even a 50-50 growth-value portfolio over the last 80+ years. But is that a realistic strategy? A new Gerstein Fisher research paper, “The Trouble with 100% Value: Why What Looks Good on Paper May Not Be Great for Real Life,” explains why it generally is not, and offers some alternatives based on analysis of a growth-only, value-only, and diversified value-growth portfolios over several time periods.

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