Search


	Podcast:		What Goes Up
	Episode:		Views of a Top Growth Manager
	Category:		Business
	Duration:		00:32:59
	Publish Date:		2020-06-26 18:58:39
	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 See omnystudio.com/listener for privacy information.
	Total Play:		0