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 second half of 2020.

The granny shots portfolio will be rebalanced next week, and additions/deletions will be reflected in next week’s FSInsight Newsletter publication

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

The video in this report is only accessible to members

Figure: Granny Shots Portfolio Performance
Monthly. Source: FSInsight. FactSet as of 10/08/20

The video in this report is only accessible to members

Figure: Intersection of investment recommendations by strategy
As of 10/08/20, Source: FSInsight, FactSet

The video in this report is only accessible to members

The stocks in the Granny Shots portfolio collectively outperformed the S&P 500 by 4100 bps since its inception (S&P 500 is up 32.7% during the same period).

Unlock this article with a FREE 30-Day Trial!

An FSI Pro, or FSI Macro subscription is required in order to access this content.

*Free trial available only on a monthly plan

More from the author

Disclosures (show)

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You’ve reached your limit of 2 free monthly articles. Please enter your email to unlock 1 more articles.

Already have an account? Sign In

Want to receive Regular Market Updates to your Inbox?

I am your default error :)