Skip to content
Mar 04 2026

Leadership Dynamics: Growth/Value/Cyclical

  • Mar 4, 2026

Since Halloween, RB Value (+14%) has dominated RB Growth (-7%); it was the best four-month stretch for RB Value relative to RB Growth since April 2022. During that time, the change in valuation is unmistakable—with Large Value now much less of a bargain.

Login

For full access, please enter your credentials.
Subscribe

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.

Interested in Investing in a Model?

Contact us if you are interested in investing in our ETF models.
Contact Us