Value vs Growth – Brian Gilmartin

Brian’s post is timely and as always data-rich  – https://seekingalpha.com/article/4184936-style-box-update-large-cap-growth-vs-value-divergence-getting-lot-attention

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).

JVAL- https://seekingalpha.com/symbol/jval

IWD – https://seekingalpha.com/symbol/iwd

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