Pensions & Investments – December 28, 2020 by Sophie Baker

Value managers are once again hoping that recent outperformance of their picks will stick around, potentially marking the start of a rotation out of growth stocks.

Executives are sure that this rally could have the legs to run through 2021.

Value stocks made huge gains in November, reversing years of underperformance vs. the broader market and growth stocks. November’s surge in value stocks vs. growth in terms of performance was likened by sources to gains in April 2009, when value stocks rallied as markets emerged from the global financial crisis.

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