Is There Growth in Your Value?
Wednesday, January 28, 2026
Ultimately, the high Magnificent 7* weight within value portfolios creates the illusion of diversification while heightening exposure to market concentration risks. We see this as a unique opportunity for investors to revisit overall portfolio diversification and to ensure each product is meeting its stated philosophy, investment universe, and portfolio objective.
Read the 4Q 2025 Quarterly Report – “Is There Growth in Your Value?” ►
