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A Value Proposition

After a difficult decade of growth stock outperformance relative to value, there have been a number of recent headlines about a sudden shift towards value stocks in the markets. While we do not recommend or predict near-term changes or cycles, we do recognize the long-term outperformance of value over growth. Whether the tide is turning today or at some point in the future, we believe there is solid support for higher expected returns through value investing, and we continue to position portfolios to capture this premium. Read the Dimensional Fund Advisors piece linked below for more details.

Value Judgments: Viewing the Premium’s Performance Through History’s Lens


The opinions expressed in the linked article are those of the author, and do not purport to reflect the opinions or views of CPWM, LLC, its affiliates, or any of their respective employees. Full disclaimer found here.