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The Value vs. Growth Debate and Its Impact on DC Plans and Participant Behaviors (PDF)
SageView Advisory Group LLC 
July 15, 2021 "In this paper, [the authors] review notable differences between growth and value investing and evaluate the recent performance trends while providing historical context. [They] also explore how the recent outperformance of growth investing compared to value investing impacts defined contribution plans and plan participant behavior. Finally, [they] provide conceptual arguments that support the cases for growth and value investing on a forward-looking basis." |
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