29 min listen
Views of a Top Growth Manager
FromWhat Goes Up
ratings:
Length:
33 minutes
Released:
Jun 26, 2020
Format:
Podcast episode
Description
It’s a perennial debate among market wonks: when will growth stocks finally stop outperforming value stocks for more than a short period? And what has driven the outperformance? Daniel Davidowitz, co-head of the large-company growth team at Polen Capital Management, offers his take. First, he says, you have to deconstruct the meanings of “growth” and “value.”
Mentioned in this podcast:
Is Value Dead? Debate Rages Among Quant Greats From Fama to AQR
Stocks’ Covid Angst Takes Violent Turn After Simmering for Days
Mentioned in this podcast:
Is Value Dead? Debate Rages Among Quant Greats From Fama to AQR
Stocks’ Covid Angst Takes Violent Turn After Simmering for Days
Released:
Jun 26, 2020
Format:
Podcast episode
Titles in the series (100)
It’s a Tech War Now by What Goes Up