Omega Point Blog

Growth

Telling a Sector Story of Growth vs. Value

November 14, 2021

In last week’s Factor Spotlight, we revisited the Growth vs. Value debate. We highlighted the factor and sector drivers that characterized the 2021 rotation that has seen Growth fall out of favor and Value come back into style. Of course, the Growth vs. Value story has been a prevalent story for investors for quite some time, but why is it necessary to consider these themes today?

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

The Battle Between Growth and Value

November 07, 2021

Before we kick off, I wanted to let you know that the latest issue of Regius Magazine features an article from Omega Point on “Improving Tax-Aware Performance Through Better Substitutions.” You can find us on p.74, and I encourage you to check out the rest of the excellent coverage, which focuses on Crypto, ESG, and Sustainability.

The last two times we highlighted the relationship between...

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Kevin Wahlberg
Kevin Wahlberg

With Rising Rates Comes a Rebound in Value

February 28, 2021

The past few weeks have had investors scratching their heads as we’ve seen rates surging in 2021. Long-term US treasury yields have risen over 50 bps since the end of 2020, with the majority of that rise happening in the past month alone. Coupled with the January retail crowding event and the recent market sell offs that have posed unusual challenges for the typically-soaring tech stocks,...

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

Much Ado About Value

December 13, 2020
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Alyx Flournoy, CFA
Alyx Flournoy, CFA

Beta and Volatility: A Wolf in Growth and Value Sheep’s Clothing

December 06, 2020
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Alyx Flournoy, CFA
Alyx Flournoy, CFA

The Factors Leading to Last Week's Momentum Shock

November 15, 2020
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Alyx Flournoy, CFA
Alyx Flournoy, CFA

Are Interest Rates a Scapegoat for Value’s Rocky Road?

August 02, 2020

 

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

Where’s the Alpha? Characteristics of Alpha-Driven Stocks

December 15, 2019

The end of the year is good a time for reflection and analysis, and many investors take the opportunity to use the typically less hectic market period between mid-December and mid-January to examine their process, figure out what’s worked over the past year, and think about improvements for the next year. A key candidate for annual adjustment is the definition of the investment...

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Omer Cedar
Omer Cedar

Overbought/Oversold Factors Around the World

June 23, 2019

We’ve spent the past couple of weeks focusing on Momentum and Growth (both of which are continuing to revert to the mean on a normalized basis). Today, we’re going to pull back the lens and examine factor trends in our US and Worldwide models, in order to identify some other themes that are playing out right now.

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Omer Cedar
Omer Cedar

Growth & Momentum Are Now Reverting

June 16, 2019

Last week, we discussed how Growth and Momentum are both overbought in our normalized return framework, and urged caution to managers who are long exposure to those factors (most notably Tech investors). This week, we have an update on how these factors have trended (spoiler alert: Momentum is now reverting) and see what we can learn from historical instances when Growth and...

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Omer Cedar
Omer Cedar