Value vs Growth – Brian Gilmartin

Brian’s post is timely and as always data-rich  –

I am absolutely value biased so this is obvious in many ways.  The surprise was diving into the holdings of the two ETFs mentioned.  We have different definitions of value factor companies.   I look for companies priced below or at the longer term  value that have high confidence in delivering to the value assumptions (revenue, earnings and dividends).



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