GARP Investing: Golden or Garbage? Part II

GARP Investing: Golden or Garbage? Part II

SUMMARY

  • Buying cheap growth stocks is intuitively appealing to investors
  • Almost 50% of the US stocks are trading below a PEG ratio of 1 currently
  • However, GARP stocks have not generated positive excess returns since 2005

INTRODUCTION

In 2019, we published a research note on growth-at-reasonable-price (GARP) investing (Garp Investing: Golden or Garbage?), where we concluded that the strategy had some nice attributes, eg outperforming significantly during the implosion of the technology bubble in 2001. Fast forward 20 years and another technology bubble burst with some former darlings like Peloton or Zoom having lost more than 90% of their value.

Given this, it would be interesting to see if GARP stocks outperformed again during the correction of growth stocks in 2022. However, there is also a second research question namely that despite the favorable backtesting results, there are surprisingly few mutual funds and ETFs offering exposure to GARP stocks. If this strategy is so good, why aren’t there more products out there?

In this research note, we will have another look at GARP investing.

Continue to the full article...

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