Talk Your Book: The Case for Value and Momentum

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Today's Talk Your Book is sponsored by Victory Capital:

To learn more about Victory Capital click here: www.vcm.com

On today’s show, we discuss:

  • Why value and momentum can be complimentary factors 

  • How buffering rebalances can help keep turnover low compared to pure momentum

  • Why surging AI and semiconductor earnings are turning former momentum names into value stocks

  • Using sector-relative scoring and risk weighting as guardrails to avoid portfolio concentration

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Disclosures from Victory Capital: https://vcm.com/assets/disclosures/TYB-Podcast.pdf