1. 00:00 Introduction »
2. 00:22 Performance »
3. 01:01 Classic Large Cap Value* »
4. 03:01 The Portfolio Remains Cheap* »
5. 03:38 Is Value Ready to Make a Comeback? »
6. 04:33 Second Quarter 2018 Sector Attribution »
7. 05:45 For Further Information »
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The blog from Brandywine Global Investment Management is a resource for global macroeconomic research, as well as fixed income and equity thought leadership within the asset management industry.
