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Feb 06 2026

Leadership Dynamics: Growth/Value/Cyclical

  • Feb 6, 2026

Since Halloween, RB Value (+12%) has been on a tear compared to RB Growth (-5%)—the best three-month stretch for RB Value relative to RB Growth since the start of 2022.

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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager

Phil Segner Sr. Research Analyst & Co-Portfolio Manager

Phil is a Co-Portfolio Manager and Sr. Research Analyst at The Leuthold Group, LLC. He is a member of the asset allocation and investment committees and is a major contributor to the firm's research publications.

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