PACT is an independent investment firm focused on providing capital and strategic support to middle-market alternative asset ...
That's as value stocks have lagged behind. Vanguard's S&P 500 large-cap value ETF VOOV returned 9.8% last year and 19% in 2023, while its large-cap growth ETF VOOG returned 35% and 28%, respectively.
Families with generational wealth often rely on nontraditional assets to preserve their financial stability over decades.