There have been a plethora of reports about how hedge funds and the general markets have been rotating into value stocks over the last year or two. In fact, as economic uncertainty grows, many market watchers believe value stocks will rule for the foreseeable future. Golden Eagle Strategies was featured in ValueWalk written by Michelle Jones!
CIO Robert Zuccaro, CFA thinks value outperformance Is coming to an end. “As technology continues to grow in importance, growth is destined to lead the way,” he said. “The value style’s current dominance will end once overall corporate profits rollover from huge increases due to a rebound from depressed pandemic levels to normalized single-digit growth rates. Then growth should move back to the fore, given much faster profits growth.”
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