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GRANNY SHOTS: Best bets in 2020 – Week 11

Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2020. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view for the first half of 2020.

Figure: Granny Shots are the “best of the best”
Stocks which appear in multiple themes. Source: FS Insight

GRANNY SHOTS: Best bets in 2020 - Week 11

Figure: Granny Shots Portfolio Performance
Monthly. Source: FS Insight. FactSet as of 03/12/20.

GRANNY SHOTS: Best bets in 2020 - Week 11

Figure: Intersection of investment recommendations by strategy
As of 03/12/20, source: FS Insight, FactSet

GRANNY SHOTS: Best bets in 2020 - Week 11

The stocks in the Granny Shots portfolio collectively outperformed the S&P 500 by 820 bps since its inception (S&P 500 is down 4.5% during the same period).

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