The markets have made a sharp style reversal in the first quarter of 2016. If you compare growth stocks to value stocks, growth has been on a run since 1999 and in 2015 large cap growth outpace large cap value by 9.5%! So if an investor had any 'lean' into large cap value, they didn't have a great year last year. Fortunately, Caissa was leaning heavily into the growth style for the past few years and it has paid off.
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