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Category: Style analysis

SP 500 Earnings and Style-Box Update: Big Jump in Forward SP 500 Estimate

July 4, 2021 Brian Gilmartin Leave a comment

The “forward 4-quarter” estimate this week jumped to $199.34 from last week’s $192.56, which is an increase of $6.78 per…

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Posted in: Style analysis, Weekly Earnings Update

Style-Box Update: Value’s In, Growth Is Out

May 15, 2021 Brian Gilmartin Leave a comment

Data Source: Morningstar For the first time really since 2016, “Value” is outperforming “Growth” by a material margin. The value…

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Posted in: SP 500 Equal-Wt (RSP), Style analysis

Style Box Update / Scary Stats / Top 10 Holdings as of 3/31/21

April 7, 2021 Brian Gilmartin Leave a comment

Source: internal spreadsheet updated every 6 weeks or 2x a quarter. Value has underperformed Growth since 2016 as readers can…

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Posted in: Financial sector, Financials, Oakmark International, Style analysis, Top 10 Client Holdings, VWO) Filed under: Coinbase (COIN)

Style-Box Analysis: Watch the Rotation from Large-Cap to Small-Cap

February 13, 2021 Brian Gilmartin Leave a comment

It’s always tough to find a title for this blog post every 6 weeks since there are many ways to…

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Posted in: Style analysis

Style Box Analysis: Will 2021 be the Year of Trend Change ? Top 10 Holdings as of 12/31/20

January 4, 2021 Brian Gilmartin Leave a comment

The catch-up in mid-cap and small-cap was dramatic in Q4 ’20 per the above numbers, but despite “value” doing better,…

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Posted in: Style analysis, Top 10 Client Holdings

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