Featured: US Large Cap

The trend continues: Low Valuation > High Valuation

Higher long-term interest rates negatively impacting long-duration growth stocks!

  • Low valuation and dividend yield outperformed high valuation again this month across market segments.
  • Growth was not as effective in September and for the quarter as a whole.
  • Momentum was not effective in Large Cap for September but did show discrimination for the quarter and in other markets.
  • Lower risk factors, low short interest, low leverage, low beta and larger cap, were favored by investors for the month and quarter.
  • Trends were largely consistent across US Small and International Small. Both monthly and quarterly charts can be accessed in the FULL REPORT.

Please contact Derek Tubbs at CornerCap Institutional for any questions or feedback: 404-445-5117.

Access to report DISCLOSURES.