Value investors touted the outperformance of value stocks for several quarters, but it looks like growth names are starting to take over again. The latest data on 13F filings from hedge funds reveal that fund managers are rotating back to growth stocks amid the factor’s outperformance. However, they remain more overweight than usual on value stocks despite that shift back to growth. Rotation From Value To Growth In their latest “Hedge Fund Trend Monitor,” Goldman Sachs analysts said hedge funds generally rotated from value to growth during the second quarter, reversing the trend observed over most of the last two…
Hedge Funds Remain Significantly Overweight Value Despite Rotation Back To Growth
Michelle deBoer-Jones
Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.