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March 17, 2021

Value has been outperforming Growth. However, we believe the more important message in recent performance trends is cyclicals versus defensives.

We have been highlighting the weakness in momentum and large cap technology stocks.  This has led to financial media coverage focusing on Value versus Growth factor performance.  We think the more important signal in recent performance trends is cyclical industries/stocks outperforming defensive.  Since the news broke in November 2020 that a COVID vaccine had been...
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