Portfolio Adviser: is the dominance of growth stocks a case of style over substance?
The latest Factor Performance Report from Style Analytics, part of Confluence, is featured in a new article from Portfolio Adviser, which analyzes the outperformance of growth stocks over their value counterparts while also questioning whether either are truly the key drivers of returns this year.
2022 was hailed a year of revival for value strategies, but they have been comprehensively outpaced by growth strategies to date in 2023. The MSCI World Growth index has beaten the MSCI World Value index by around 14% since the start of the year […]
About Confluence® Technologies
Confluence is a leading provider of specialist regulatory, analytics, and investor communication solutions for asset managers, asset servicers, investment consultants, and asset owners. Across performance, risk and peer analytics, regulatory filings and compliance monitoring, and shareholder reporting and document production, firms depend on Confluence for output they trust. We deliver this through deep domain expertise and purpose-built products developed over decades of research and engineering.
Confluence solutions are powered by Confluence POINT, AI-enabled automation that runs within and alongside Confluence’s trusted solutions. POINT optimizes inefficient workflows, delivering a meaningful impact on outcomes without requiring significant operational change.
Headquartered in Pittsburgh, PA, with 750+ employees in 15 offices across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries. For more information, visit www.confluence.com.
Confluence Media Contact:
Jon Schubin
Cognito