Top growth companies
Cheap top quality companies (DEER)
Top growth companies
Cheap top quality companies (DEER)
Nov-2020
May-2020
May-2021
Nov-2019
100
80
120
140
100
Sep-2000
Mar-2001
80
160
Performance
60
Mar-2000
120
Sep-2001
Sep-1999
160
Performance
140
60
2020-2021: PERFORMANCE GAP TO BE CLOSED?
2000-2001: ROTATION INTO CHEAP QUALITY
![](https://media-s3-us-east-1.ceros.com/loim/images/2021/11/22/bf60f19eb7f4a7a56ae6a8364a968c73/processed-svg-path.svg)