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Integrated Portfolio Solutions
Alternative Investment
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The Great Momentum Reversal of 2009 September 2009 While the recent rise in equity markets has been heartening, the relative performance of stocks within equity markets has been truly extraordinary. Many analysts have characterized the upsurge, in which beaten-down stocks have bounced back most sharply, as a junk rally. We believe that this is an oversimplification that misses important aspects of performance. Recent markets have actually been dominated by a momentum reversal of unprecedented scope and scale, and this has important implications for interpreting the performance of both individual stocks and active portfolios.
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