Commentary

Master Class: Growth Stock Investing in the Age of Technology – What Investors Misunderstand about Growth

Macro factors like rising inflation and higher interest rates are often viewed as bad for growth stocks but history tells us that this argument is without merit.

Thursday, December 9th 10:30 am ET, 3:30 pm UK time, 4:30 pm CET

Growth has retaken the lead in the market after a strong start for value stocks and is set to remain strong (including current market observations such as Q4 earnings, impact of Delta, and inflation on the market).

Macro factors like rising inflation and higher interest rates are often viewed as bad for growth stocks. This argument had been levied against the stock market for the past century before it recently morphed into an argument directed at the growth style.

But Robert Zuccaro, a growth stock specialist with 40+ years' experience and a track record that ranks him among the top 10 managers according to the Wall Street Journal and Lipper, says that history tells us that this argument is without merit.

Hear from Zuccaro and fellow panelist Francois-Serge Lhabitant, Professor of Finance at the Edhec Business School:

  • What investors consistently fail to understand about growth stocks and how exactly they get it wrong
  • Why Small Stock Theory no longer works
  • Why many tech stocks are among the market's biggest winners
  • Why P/Es, earnings surprises, and Wall Street recommendations are irrelevant in growth stock selection
  • Why there are abundant opportunities to find many big winners among recent IPOs and money losing companies
  • "Innovation is inherently controversial", says Cathie Wood. How Zuccaro's stock selection process harnesses innovation's momentum without playing with fire.

Click here to watch: Opalesque Risk Briefing: Debt Ceiling Deja Vu?

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Master Class: Growth Stock Investing in the Age of Technology – What Investors Misunderstand about Growth

Macro factors like rising inflation and higher interest rates are often viewed as bad for growth stocks but history tells us that this argument is without merit.

By
Opalesque (feauturing Robert Zuccaro)

Thursday, December 9th 10:30 am ET, 3:30 pm UK time, 4:30 pm CET

Growth has retaken the lead in the market after a strong start for value stocks and is set to remain strong (including current market observations such as Q4 earnings, impact of Delta, and inflation on the market).

Macro factors like rising inflation and higher interest rates are often viewed as bad for growth stocks. This argument had been levied against the stock market for the past century before it recently morphed into an argument directed at the growth style.

But Robert Zuccaro, a growth stock specialist with 40+ years' experience and a track record that ranks him among the top 10 managers according to the Wall Street Journal and Lipper, says that history tells us that this argument is without merit.

Hear from Zuccaro and fellow panelist Francois-Serge Lhabitant, Professor of Finance at the Edhec Business School:

  • What investors consistently fail to understand about growth stocks and how exactly they get it wrong
  • Why Small Stock Theory no longer works
  • Why many tech stocks are among the market's biggest winners
  • Why P/Es, earnings surprises, and Wall Street recommendations are irrelevant in growth stock selection
  • Why there are abundant opportunities to find many big winners among recent IPOs and money losing companies
  • "Innovation is inherently controversial", says Cathie Wood. How Zuccaro's stock selection process harnesses innovation's momentum without playing with fire.

Click here to watch: Opalesque Risk Briefing: Debt Ceiling Deja Vu?

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