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Funds employing a value-oriented investment style have demonstrated superior performance compared to their growth-focused counterparts in the recent rebalance conducted by FE fundinfo.
The latest Crowns rebalance – which takes place twice a year in January and July – revealed a noteworthy outperformance of value style funds across all equity markets. This contrasts significantly with growth-oriented funds, particularly those concentrated in technology investments, which exhibited comparatively weaker results.
Resilience has emerged as a key driver of financial markets in 2023. Value and cyclical managers tend to excel in such an environment because their portfolios are often composed of companies that thrive during periods of economic expansion. These...
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