Omega Point Blog

Value

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

Financials: a Hidden Gem for Value Investors?

March 07, 2021

Value investing may have spent the last decade on the sidelines of the broader bull market, but Financials are an exception. This week, we pivot back to our spotlight on Wolfe Research’s sector-focused risk models and uncover some astounding factor premia that have been driving the Financials space.As we’ve noted in our recent posts on the Wolfe US Energy and Wolfe US TMT models, sector models...

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

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

If You Can't Tame Volatility, Can You at Least Time It?

September 13, 2020
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Alyx Flournoy, CFA
Alyx Flournoy, CFA

Adding Fuel to the Raging Value Debate Fire

August 16, 2020
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Chris Martin
Chris Martin

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

August 02, 2020

 

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Alyx Flournoy, CFA
Alyx Flournoy, CFA