It’s a perennial debate among market wonks: when will growth stocks finally stop outperforming value stocks for more than a short period? And what has driven the outperformance? Daniel Davidowitz, co-head of the large-company growth team at Polen Capital Management, offers his take. First, he says, you have to deconstruct the meanings of “growth” and “value.”
Mentioned in this podcast:
Is Value Dead? Debate Rages Among Quant Greats From Fama to AQR
Stocks’ Covid Angst Takes Violent Turn After Simmering for Days
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06/26/20 • 32 min
What Goes Up - Views of a Top Growth Manager
Transcript
Strap on your parachute. It's time for What Goes Up. It's Sarah Ponzick and Mike Reagan. Hello and welcome to What Goes Up, a Bloomberg weekly market podcast. I'm Sarah pons Or, reporter on the Cross Asset team and on Mike Reagan and editor on the Markets team. He didn't even try this time. I've run out of wacky intros. I I gotta get I gotta work on that. We're done with it all right? Well this week on the show, it's easy to get confused or spook
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