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A Shift to Value?
Moody, Aldrich & Sullivan LLC
100 Cummings Center, Suite 104Q
Beverly, MA 01915
August 31st, 2000
A Shift to Value?
What a difference six months makes! Since releasing our report "Does Value Matter?", we have been fortunate enough to reap the benefits of a focus on intrinsic value in a market that suddenly began to recognize intrinsic value. The Russell MidCap Value Index is one of the clear leaders in the market, up nearly 8% YTD, and our portfolios are significantly outperforming the index. More importantly, the majority of our performance has come through superior stock selection.
With the significant changes in the markets, we felt it was important to review and update our analysis -- hopefully you will find this second iteration equally valuable. And while in large part, the analysis reflects a view of the world similar to that in March, there have been some significant changes worth highlighting.
First, the good news. We are thrilled......
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Title: A Shift To Value
Approximate Word Count: 1691
Approximate Pages: 7 (250 words per double-spaced page)
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A Shift To Value
A Shift To Value. A Shift to Value? Moody, Aldrich & Sullivan LLC 100 Cummings Center,
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Case Study Walmart
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