Clairvoyant Value and the Growth–Value Cycle

Robert D Arnott; Feifei Li; Katrina F Sherrerd

doi:10.3905/JPM.2009.35.4.142

Clairvoyant Value and the Growth–Value Cycle

Robert D Arnott, Feifei Li and Katrina F Sherrerd

The Journal of Portfolio Management Summer 2009, 35 (4) 142-157; DOI: https://doi.org/10.3905/JPM.2009.35.4.142

Robert D Arnott

is the chairman and founder of Research Affiliates in Newport Beach, CA.

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For correspondence: arnott@rallc.com

Feifei Li

is the director of research at Research Affiliates in Newport Beach, CA.

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For correspondence: li@rallc.com

Katrina F Sherrerd

is the chief operating officer of Research Affiliates in Newport Beach, CA.

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For correspondence: sherrerd@rallc.com

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Clairvoyant Value and the Growth–Value Cycle

Robert D Arnott, Feifei Li, Katrina F Sherrerd

The Journal of Portfolio Management Jul 2009, 35 (4) 142-157; DOI: 10.3905/JPM.2009.35.4.142

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Clairvoyant Value and the Growth–Value Cycle

Robert D Arnott, Feifei Li, Katrina F Sherrerd

The Journal of Portfolio Management Jul 2009, 35 (4) 142-157; DOI: 10.3905/JPM.2009.35.4.142

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