Notes from the CIO - SAM

Factors With Legs


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The relative performance of our favored equity characteristics have set a few records over the past year, with small-cap and value-oriented stocks having found renewed favor among investors. Perhaps that should not come as a surprise, given the lengthy period of underperformance that both factors had and still have been experiencing. Despite the nearer-term relative […]
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Notes from the CIO - SAMBy Mark Mowrey, CFA

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