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Nov 07 2025

What All-Time High? A Value And Quality Perspective

  • Nov 7, 2025

As AI-growth heavyweights keep pushing the S&P 500 to new all-time highs, value investors have been completely left out. Usually, buying high-quality value names is the best defense, but that has been a disaster in the current cycle. Junky value is substantially outpacing quality value.

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About The Author

Chun Wang / Sr. Research Analyst & Co-Portfolio Manager

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