Hedge Funds Continue To Add Value And Dump Growth But Still Favor FAAMGs
The rotation from growth to value has been going on for about two years now, but it picked up steam among hedge funds in late 2021. However, hedge funds still haven't given up on perennial tech favorites like Apple, Amazon and Meta Platforms, and their refusal to do so is costing them big in 2022.
In its quarterly Hedge Fund Trend Monitor, Goldman Sachs analyzed the holdings of 788 hedge funds accounting for $2.6 trillion in gross equity positions at the beginning of 2022. Those positions include $1.7 trillion long and $873 billion short. Goldman's analysis . . .
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