30 Sep 2019 Is Your Portfolio Overexposed to the U.S.? 10 Sep 2019 Does Your Portfolio Have Enough Value Exposure? 06 Sep 2019 Value vs. Growth Performance Cycle 29 Aug 2019 Valuation Dispersion at Extreme Levels We believe valuations are an important driver of future returns. Value stocks are displaying some of the largest valuation discounts relative to growth in our firm’s history. Going forward, we believe this may bode well for value.