{"id":9246,"date":"2019-08-12T18:47:46","date_gmt":"2019-08-12T18:47:46","guid":{"rendered":"https:\/\/fundamentalis.com\/?p=9246"},"modified":"2019-08-12T18:47:46","modified_gmt":"2019-08-12T18:47:46","slug":"stylebox-analysis-update-large-cap-growth-still-in-the-lead","status":"publish","type":"post","link":"https:\/\/fundamentalis.com\/?p=9246","title":{"rendered":"StyleBox Analysis Update: Large-Cap Growth Still in the Lead"},"content":{"rendered":"<figure id=\"attachment_9247\" aria-describedby=\"caption-attachment-9247\" style=\"width: 300px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/fundamentalis.com\/?attachment_id=9247\" rel=\"attachment wp-att-9247\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-9247\" src=\"https:\/\/fundamentalis.com\/wp-content\/uploads\/stylebox8919-300x123.png\" alt=\"\" width=\"300\" height=\"123\" srcset=\"https:\/\/fundamentalis.com\/wp-content\/uploads\/stylebox8919-300x123.png 300w, https:\/\/fundamentalis.com\/wp-content\/uploads\/stylebox8919-768x314.png 768w, https:\/\/fundamentalis.com\/wp-content\/uploads\/stylebox8919-1024x419.png 1024w, https:\/\/fundamentalis.com\/wp-content\/uploads\/stylebox8919.png 1571w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><figcaption id=\"caption-attachment-9247\" class=\"wp-caption-text\">click to enhance \/ enlarge<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p>After &#8220;value&#8221; started out 2019 pretty well, outperforming &#8220;growth&#8221;, large and mid-cap growth have widened the lead again from an absolute and relative performance.<\/p>\n<p>What may be even more interesting is that looking at Q4 &#8217;18, and its 13% decline and then Q1 &#8217;19&#8217;s 15% rally, in both up and down markets, &#8220;growth&#8221; is leading.<\/p>\n<p>Many have noted the relative under-performance of &#8220;value&#8221; the last several years.<\/p>\n<p>This is where value investors earn their keep.<\/p>\n<p>In client portfolios a blend of both value and growth is used. Financials stocks are our value play since 2016, and its gotten painful in 2019.<\/p>\n<p>We have to look back to 2016 to see &#8220;value&#8221; shine versus growth across the market caps.<\/p>\n<p>Thanks for reading.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; After &#8220;value&#8221; started out 2019 pretty well, outperforming &#8220;growth&#8221;, large and mid-cap growth have widened the lead again from&hellip;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[142,1],"tags":[],"class_list":["post-9246","post","type-post","status-publish","format-standard","hentry","category-style-analysis","category-uncategorized"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts\/9246","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=9246"}],"version-history":[{"count":2,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts\/9246\/revisions"}],"predecessor-version":[{"id":9249,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts\/9246\/revisions\/9249"}],"wp:attachment":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=9246"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=9246"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=9246"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}