The Growing Appeal of Long-Term Fundamentals
In this paper, we discuss factors that contributed to the equities of companies with strong long-term fundamentals, such as earnings per share (EPS) and revenue growth, dramatically underperforming the broad market in 2021. We also explain why a handful of factors, such as macroeconomic changes, valuations and strengthening earnings, may potentially reverse this trend. In our view, conditions are particularly favorable for equities of high-quality, innovative smaller growth companies.
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