It’s Been a Strong Ride… What Now for Growth Investing in the U.S. and Abroad

This session has been archived and is no longer available for purchase. Participants who have previously purchased an archived session can still access the video and receive credit.
 
Session Summary: One of the most persistent trends over the past decade has been the outperformance of growth stocks (companies with earnings streams expected to grow faster than the market) relative to value stocks (those with lower price-to-earnings multiples). Over the same period, US equities have dominated non-US equities while the information technology sector has far outpaced the financial sector. Could investment style explain the divergence between US and non-US equity performance?
This session is from the March 2022 conference. Content may be dated.
 
Presenter:
Brian Smith, CFA, CRPF™
Investment Management
Polen Capital Management, LLC

Credits: This course is worth 1.0 GAPPT CEC (Continuing Education Credit). It also qualifies for 0.1 IACET CEU (Continuing Education Unit).
Instructions: Participants must watch the session video presentation and pass the session assessment to earn GAPPT CECs and IACET CEUs.
Prerequisites: None.
Equipment Requirement: Computer, tablet or smartphone, and internet access. To avoid issues, please use Google Chrome as your browser.

 

FAQ

In this session, participants will learn to:

  • Explain the relative prospects for growth and value stocks.
  • Compare the composition of the S&P 500 Index to history to determine how the broad market has evolved.
  • Identify the concentration risk of style indices on both a sector and security level.
  • Describe the frequency, magnitude and duration of the cycles of investment style.
  • Discuss whether investment style could explain the divergence between US and non-US equity performance.
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