Goldman Sachs: hedge funds favor growth stocks this year, far away from value stocks
Analysts believe that hedge funds are long this year and favor growth stocks, and thus get a return. “The extent to which hedge funds’ long portfolios deviate from value stocks is the most extreme in our 18 year data history,” wrote Ben Snider, an analyst at Goldman Sachs. < / P > < p > the five most popular long positions were still Amazon, Microsoft, Facebook, Baba and alphabet; hedge funds cut their exposure to health care and technology stocks “moderately” in the second quarter, preferring industrial and financial sectors.
