Home Adviser Fund Update Is It Time to Give Up Growth Stocks for Value? Published February 16, 2022 https://www.adviserinvestments.com/wp-content/uploads/what-will-deliver-the-highest-returns-in-the-next-5-years-webinar-blog-post-5-steve.mp3 With interest rates on the rise, is it time to focus on value and set growth aside? Chief Investment Officer Jim Lowell looked at the ongoing growth vs. value debate between in our recent webinar, DiversificationA strategy for managing investment risk by investing in a mixture of different investments. Since different asset classes face different risks, even if one type of asset declines in value, others may not. Is Dead…and Other Modern Myths.* Please enjoy the excerpt below and click here for the full webinar replay with more informed insights you can use. * * * * ** Jim Lowell: Growth stocksA stock whose issuing company is expected to grow at a significantly higher rate than the market. or value investing? Well, all investors like a good value. Let me just say the good news is that we write about this all the time. We speak about this frequently. We podcast about this topic. It’s easy to find our thinking on this. But in short, what we like most are the managers we invest in who know how to pursue growth stocksA stock whose issuing company is expected to grow at a significantly higher rate than the market. at discounted values or value stocksA stock that is statistically cheap as a multiple of its earnings or book value, as compared to the overall stock market. with growth opportunities. It’s not an either/or. It’s really a blend of both across capitalization ranges—large, mid, small, domestic and foreign—that makes considerable sense to us. We want to be able to own what we think are the best ideas inside of our given portfolios, and we think that there are plenty of good opportunities on both sides of the ledger, be it value or growth. Click here for a replay of Diversification Is Dead…and Other Modern Myths. Please contact us at (800) 492-6868 to learn more about comprehensive wealth management solutions. *Webinar recorded after the market closed on Wednesday, January 26, 2022. Disclaimer: This material is distributed for informational purposes only. The investment ideas and opinions contained herein should not be viewed as recommendations or personal investment advice or considered an offer to buy or sell specific securities. Our statements and opinions are subject to change at any time, without notice and should be considered only as part of a diversified portfolio. Mutual funds and exchange-traded funds mentioned herein are not necessarily held in client portfolios. Data and statistics contained in this report are obtained from what we believe to be reliable sources; however, their accuracy, completeness or reliability cannot be guaranteed. You may request a free copy of the firm’s Form ADV Part 2A, which describes, among other items, risk factors, strategies, affiliations, services offered and fees charged. Past performance is not an indication of future returns. We do not provide legal or tax advice, nor sell insurance products. Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products. Always consult an attorney or tax professional, or licensed insurance professional regarding your specific legal or tax situation, or insurance needs. © 2022 Adviser Investments, LLC. All Rights Reserved. Tags: Growth stocks.Jim LowellValue investing