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Category: Style analysis

Style Box Update: Small and Mid-Cap Value Outperforming Large-Cap Growth

February 17, 2019 Brian Gilmartin Leave a comment

  The bounce in the various US equity asset classes since December 24th and December 26th, is resulting in the…

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Posted in: Style analysis

Style-Box Update: Value vs Growth

November 22, 2018 Brian Gilmartin Leave a comment

    The style-box update as of 11/16/18 is actually a little late: for some reason, the update wasn’t made…

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Posted in: Style analysis

Style Box Analysis Update: Growth’s Performance Premium Continues

August 14, 2018 Brian Gilmartin Leave a comment

  While the large-cap growth performance premium continues, the difference between the mid-cap growth and value styles has narrowed since…

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Posted in: Earnings Weight vs Market Cap, Style analysis

Style Box Update: Large-Cap Growth vs Value Divergence Getting A Lot of Attention

June 30, 2018 Brian Gilmartin Leave a comment

  About every 6 weeks, this blog puts out a Style Box update on the various returns difference between small,…

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Posted in: Style analysis

Style-Box Update: Value vs Growth and Maybe Small-Cap is Starting to Stir ?

May 8, 2018 Brian Gilmartin Leave a comment

  Here is the regular “style-box” update for readers that like to stay abreast of the “value vs growth” debate.…

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Posted in: IWM, Style analysis

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Fundamentalis

  • SP 500 Earnings: Tech Sector Revisions Still Robustly Positive
  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026

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