Value Quants Take Wall Street by Storm With Best Run Since 2000
- Factor funds from AQR to Dimensional rise in the risk rebound
- Stock rotation fueled by bets on rising growth and inflation
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From his vantage point in Wellesley, Massachusetts, George Patterson sees restless Americans everywhere desperate to board planes, take vacations and dine in restaurants.
To the $120 billion quant manager, these are telltale signs that stocks hitched to the economic cycle are set to boom anew and the Big Tech safety trade of the lockdown era is no more.