Strategy Report
A Growth Rebound Beyond Just Tech?
Although Value has had a meaningful run, the longer-run Growth trend likely remains intact. However, benchmark Growth indices are increasingly concentrated. Sector-neutral and within-sector implementations may allow investors to retain much of the same Growth/Value exposure while reducing dependence on technology and limiting concentration risk.
Interested in the Executive Summary of this report?
Get instant access to this Executive Summary from BCA Research.
BCA Research | US Equity Strategy
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.