Tag Archives: select industries

Apr 13, 2020

Glory or Embarrassment?

Active funds generally lagged their passive benchmarks in 2019, but the market environment in 2020 has already shifted radically. Volatility has skyrocketed as the S&P 500® and other indices have fallen. Ironically, it is precisely in a time such as this, when absolute returns are hard to come by, that relative returns might be most…

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Jan 15, 2019

Looking at Sectors With a Style Lens

We’ve previously observed that we can view the world through both a factor and a sector lens, but what about overlaying sectors and style? This is indeed possible, as sectors can serve as implementation vehicles to achieve a particular view on style. Using value and growth scores that are reset annually for every constituent within…

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