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Q2 2015 US STYLE FACTOR PERFORMANCE STUDY

A Hidden Shift from Value to Growth

While the US market ended Q2-2015 just marginally negative, the style preferences demonstrated by equity investors clearly shifted during Q2.

During a quarter filled with competing influences, including improvements in domestic economic indicators but also with major international concerns, our detailed research of sub-Styles shows a monthly evolution from value based themes to forecasted growth.

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Monthly Style Summary to End June 2015

Concerns surrounding the outlook for Greece and the Euro, the posture of the Fed and other Central Banks, prospects for energy costs, and Chinese market turbulence caused equity markets to be particularly volatile during June. Against this background, Small and Growth companies outperformed in North America, Japan and the UK; but Value rebounded very sharply almost everywhere else.

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