Wood’s Ark Invest ETF and Berkshire Hathaway are often seen as prime examples of two very different investment styles — growth and value respectively. The reversal of their share prices reflects a jarring rotation between the two tribes in recent years.
Wood’s Ark Invest ETF and Berkshire Hathaway are often seen as prime examples of two very different investment styles — growth and value respectively. The reversal of their share prices reflects a jarring rotation between the two tribes in recent years.
Does the violence of the rotation suggest regime change is upon us and a sustained reversal in the performance of growth versus value is under way?
Growth investors look for companies that may not be profitable but are expanding rapidly, often found in hot sectors like technology. Value investors are more price-sensitive, and often look for bargains in dowdier or beaten-up industries — such as energy and banking recently.
The improving economic growth outlook and central banks shifting to a more hawkish position on inflation — led by the US Federal Reserve —have been the primary triggers for the investor rotation from growth to value. Value stocks are typically found in sectors that benefit from stronger growth and higher interest rates, while the allure of growth stocks dims somewhat in such environments, analysts say.
Deezy_McCheezy : Guys I think the hare's gonna lose to a fucking tortoise
MACKGforEver : Imagine investing in profitable, well managed companies for the long haul.
Royce8282 : Cathie is like playing with people's hard earned money... Sigh...
Royce8282 : sell so much shares and did not see ARKK goes up. So strange...
PREMOSULTRAA OP Deezy_McCheezy : good analogy hahaha!
PREMOSULTRAA OP MACKGforEver : Perfect
PREMOSULTRAA OP Royce8282 : Anyway, I can't understand
alexjst : the best style should be the one that adjusts itself to market conditions: cathie style when feb is printing money and anti-cathie style when fed is tightening money policy.
Jas1616 alexjst : Yep. Follow the market sentiment and price actions. Never Fixtated to a particular strategy Or method. The world is reVolving. So Our Strategies.