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Original text


Four lessons of the differences between growth and value

The value investing, measured by the Russell 1000 Value, has experienced a long stretch of low profitability in relation to the Russell 1000 Growth index. In the long term, however, the value has obtained better results.

  • The Russell 1000 Value index represents only one value approach
  • Benjamin Graham referred to the "margin of safety" offered by an action when it has its price is not exaggerated
  • Value and growth have had a long cyclical relationship of relative performance
Alternate Text

These are for Edward J. Perkin, Director of Capital Investment and leader of the 'value' team at Eaton Vance Management, the four lessons we can draw from the distinctions between growth and value:

SUBMITTED BY By Funds Society, Miami