Lyrical's value portfolio outperformed the S&P 500 Value and Equal Weight indices in 2024 but lagged behind the S&P 500 due to mega-cap growth stocks. Historically, significant outperformance by the ...
Lyrical produced strong absolute returns of 17.9% matching the S&P 500 despite not owning Magnificent Seven stocks. Those mega cap stocks skewed the index return so much that 70% of S&P 500 ...