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Small-Cap Value vs Large Growth: Valuation Gap Signals Market Shift

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The Story

News Summary

  • Bridgeway Capital's Elena Khoziaeva highlights extreme valuation gap between small-cap value (P/E 14-15) and large-cap growth (P/E 30s), suggesting a potential rotation opportunity as Q1 2026 already showed small value outperforming large growth by 15 points.
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US100 price history

29368.44 +18.07% over the displayed period

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