MFG 1.98% $9.81 magellan financial group limited

over the next decade, i assume value out performs growth, rest...

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    over the next decade, i assume value out performs growth, rest of the world out performs US. interest rates rise and growth stock PE contracts more than value stocks. this is just the natural cycle of market performance. hard to see how MFG will be able to win long term the way they are positioning the portfolio.
    https://hotcopper.com.au/data/attachments/3953/3953582-220933ec065e585f2ec2ac94bbbc91a0.jpg
    https://hotcopper.com.au/data/attachments/3953/3953585-ea9c5c1558e7267595472bf8903aaf92.jpg
 
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