growth

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 11, 2020 by Larry Siegel · across every show →

Everything said about growth, oldest first

May 11, 2020 bullish
Prediction Open · timeframe May 2030
Siegel: Long-term investors should tilt toward value over growth over 10-20 years
“If you're a long-term investor, you should probably tilt your portfolio toward value, not growth at this point. You may lose for a while, but in 10 or 20 years, you'll be very happy.”
Larry Siegel May 11, 2020 ▶ 21:14 Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
Sep 30, 2021 neutral
Assertion Partly supported
Graña: EM Value Outperformed Pre-2008, but Growth Led Post-2008
“You have to consider that before Value outperformed growth on average six out of seven years in emerging markets, but post 2008 growth, I think has outperformed nine out of 11 years.”
Daniel Graña Sep 30, 2021 ▶ 22:17 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
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