The Russell 1000 Value ETF rose 2.07%, while L2’s strategy rose 0.99%1 net in the quarter. Strong performance in Staples, Technology, and Healthcare was offset by headwinds from our picks in Financials and Utilities.
Since inception in 2013, L2’s Large Cap Value strategy has outperformed the Russell 1000 Value ETF by nearly 50%. We continue to believe that, similar to the peaks of the Nifty Fifty bubble and the dot.com bubble, we are at a generational moment for disciplined, low-cost, evidence-based active managers like ourselves. Against this backdrop, we find the opportunities in large cap value to be as compelling as they are important to achieve diversification from the highly concentrated large core and growth indexes.
L2 Large Cap Value – Q1 2025
Table of contents
When
April 10, 2025
Who
Matthew Malgari
Dr. Sanjeev Bhojraj
Nathan Przybylo
Q1 2025 STRATEGY PERFORMANCE:
The Russell 1000 Value ETF rose 2.07%, while L2’s strategy rose 0.99%1 net in the quarter. Strong performance in Staples, Technology, and Healthcare was offset by headwinds from our picks in Financials and Utilities.
Since inception in 2013, L2’s Large Cap Value strategy has outperformed the Russell 1000 Value ETF by nearly 50%. We continue to believe that, similar to the peaks of the Nifty Fifty bubble and the dot.com bubble, we are at a generational moment for disciplined, low-cost, evidence-based active managers like ourselves. Against this backdrop, we find the opportunities in large cap value to be as compelling as they are important to achieve diversification from the highly concentrated large core and growth indexes.