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October 2020
Fall
September 2020
Growth vs Value
Fall
Fall is one of the best times to be in Wisconsin. The kaleidoscope of changing maple, oak, and elm leaves, Packer football, and deer hunting season are just some of the things that give a natural rhythm to our lives here. These seasonal highlights serve as a respite from the evolving fears of a persistent virus, a highly polarized political season, and investment markets that seem to defy logic. Weekend sports seem to be one of the few breaks from the toxic news cycle, whether it is watching youth soccer, or professional sports. Like many, we are ready for this election to be over.
DOWNLOADGrowth vs Value
Growth or value? This question has been a facet of investing for decades, but has come into even more pointed focus in the last few months. Growth stocks have continued a decade-long trend and massively outperformed value stocks for much of 2020, but in recent weeks, performance has been more even. The change suggests many of the factors that propelled growth forward since the pandemic have been fully absorbed by the market. But is that enough to stage a changing of the guard for value investing?
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